Financial Planning Association #NexGenGathering Review

As an FPA of Michigan Board Member, I am thankful for the opportunity to give back to the industry by creating awareness of amazing programs like the NexGen Gathering!

The NexGen Community is like a sub Community within the Financial Planning Association that's tailored to advisors that are within the first 10 years of their financial planning careers. So, of course the NexGen Gathering is the annual conference.


I enjoy the content of the Gathering and always end up learning something new, but by far my favorite piece is the relationship building. Actually I had such great conversations with five other advisors that we ended up forming a mastermind group that still meets to this day.


There's so much to talk about with regulation changes, technology changes, different strategies and ways to tackle client situations that being able to lean on other professionals is really important.


I think a common misconception about the NexGen community is that everyone's a rookie.


Of course, we welcome college students and people who are just trying to get their CFP®; but honestly, I find the most innovative conversations to happen within the NexGen Community. People are all trying to level up into are hungry to grow and are buying books of business and starting businesses and forming Partnerships; or how Innovative advisors are using technology to create a digital experience for their clients in a way that clients are honestly starting to expect.


If you're a passionate Financial Planner looking to connect with some of the brightest minds in the industry - I highly recommend for you to check out the NexGen Gathering.

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