How to Learn From Global Experts in #FinancialPlanning for Free with Adam Owen [Ep39]

Welcome to episode 39 of The Innovating Advice Show and to the first time-sensitive episode.

I’m joined by Adam Owen, Director at NextGen Planners in the UK and we are chatting about a great project we’ve been working called The Global Commute.

It’s a virtual, free, 30-minute show happening at 8:30am in every time zone around the world from 8:30am UK time on Monday, 22 June - 8:30am UK time on Tuesday, 23 June. So mark you calendars and you can tune in to one or many shows throughout the 24-hours.

We’ll be live-streaming on YouTube with guests from all around the world and we share a sneak peak at the amazing guest lineup in this episode.

We also chat about how The Global Commute came about and the virtual NextGen Conference happening all next week and open to advisers and planners around the world. And Adam shares the inspiring and innovative way that NextGen gets a lot of its conference speakers.


Guest Bio

Adam is Curriculum and Training Director at NextGen Planners. He joined the profession in the mid-1990s and has held advisory roles within direct sales and the IFA sector and provided technical compliance support to both DA firms and Networks. He was a founding director of support provider EQI Consultancy and has held a variety of senior compliance and supervision positions. More recently, he has focused on developing career pathways throughout the profession, becoming a CII and PFS accredited trainer.


00:40 - Introducing Adam Owen

02:30 - How The Morning Commute was born

07:00 - Some of the show’s best moments

09:15 - Taking The Morning Commute global on 22-23 June

12:50 - The show’s segments: news, thought of the day, charity challenge check-in, guest interview, guest focus

14:30 - Sneak peek at some of The Global Commute guests

20:10 - Fundraising for charities

26:45 - How to tune in to the free, live shows from 08:30h UK time on Monday, 22 June to 09:00h UK time on Tuesday, 23 June

29:35 - The #NextGen20 Conference from 22-26 June and their innovative process for expanding their speaker lineup

34:18 - Why Adam turns down speaking on all-male panels

37:25 - The cost of attending the virtual NextGen20 Conference

38:45 - The essence of NextGen Planners