NextGen Planners "Supernova" Conference

Strategic Wealth Partners

3 min read

Amyr Rocha Lima, our principal planner here at Strategic Wealth Partners, recently had the honour of speaking at the esteemed NextGen Planners Conference held in Manchester.

The event attracted the brightest upcoming talents in financial planning, creating a space to discuss, debate, and share innovations in the industry.

Amyr's presentation, titled "Becoming a Planning-Centric Financial Planner," was a deep dive into the necessity of transitioning from commission-centric approaches to client-agreed remuneration structures. He highlighted the future of financial planning, firmly rooted in a planning-centric approach, encouraging the next generation of financial planners to become pioneers in promoting this methodology.

According to Amyr, the planning-centric approach is more than just a value proposition—it is a commitment to provide clients with the expertise and empathy they deserve. Upskilling in the technical aspects of financial planning is crucial, but equally important is understanding and empathising with our clients' unique goals and aspirations.

The keynote takeaways from Amyr's talk echo the core philosophy we uphold at Strategic Wealth Partners. We believe in the power of personalised, comprehensive financial planning to empower our clients to reach their financial and life goals. Our dedication lies in providing expert guidance, innovative solutions, and unparalleled service to build and protect our clients' wealth.

Feedback from the conference attendees was overwhelmingly positive. Many expressed appreciation for the insights provided, emphasising the importance of such conversations in shaping the future of financial planning.

These insights and experiences are not just academic—they translate directly into benefits for our clients and the general public. By aligning our practices with a planning-centric approach, we can deliver value that cannot be quantified monetarily, empowering our clients to navigate life transitions confidently and secure their financial future.

For those interested in learning more about Amyr's presentation or our approach to financial planning, we invite you to contact us. Our commitment is to helping you live the life you've always wanted, with the financial security you deserve.

For a more detailed discussion on this topic, please feel free to contact us. Our team are always available to answer your questions and to help you with any of your financial planning needs. Here’s what we offer: A cup of coffee… and a second opinion.

Amyr Rocha Lima CFP Chartered Financial Planner NextGen Planners Supernova Conference
Amyr Rocha Lima CFP Chartered Financial Planner NextGen Planners Supernova Conference

Client Stories

Mark & David Client Stories Chartered Financial Planner Strategic Wealth Partners
Mark & David Client Stories Chartered Financial Planner Strategic Wealth Partners

"The trust and feeling of comfort has grown over the eight years since our first meeting."

Steve & Liz Client Stories Chartered Financial Planner Strategic Wealth Partners
Steve & Liz Client Stories Chartered Financial Planner Strategic Wealth Partners

"They are good listeners and make thoughtful recommendations that are relevant to what we are trying to accomplish in our lives."

Anne Client Stories Chartered Financial Planner Strategic Wealth Partners
Anne Client Stories Chartered Financial Planner Strategic Wealth Partners

"Working with them on my long-term financial plan has been a source of comfort since my husband's passing."

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