Global Innovation in Financial Planning

When:  Jun 22, 2021 from 10:00 AM to 11:00 AM (ET)

The June 2021 International and Cross-Broder Planning Knowledge Circle will be held on Tuesday, June 22nd at 10 am ET.

Guest speakers Kate Holmes with Innovating Advice and Roelof Meijer will be presenting, "Global Innovation in Financial Planning."

As a young profession, financial planning is still, in many ways, finding its footing. While it's thought of as most mature in the U.S., there are great developments happening all around the world. 

In this session, we'll be looking at key trends in the evolution of financial planning globally. Drawing from the 2020 Capgemini World Wealth Report and the recent white paper, New Frontiers in Wealth Management, we will discuss: 

    • The evolving role of the financial planner: from transactional to relationship to ongoing coach
    • Building multi-generational firms: attracting advisors, serving clients and meeting their expectations  
    • The great tech awakening of the last year 

There will be opportunities for Q&A and engagement throughout with your international colleagues. 

Kate Holmes, CFP®, founder of Innovating Advice, brings forward-thinking financial planners together through the IA Community, hosts the first globally-focused podcast, The Innovating Advice Show, and co-runs the Video Creation Masterclass for financial advisors around the world.

On 23 June, 2021, Kate is hosting the Americas leg of the #NEXTGEN21 Global Financial Planning Conference which will see over 100 speakers across 4 continents deliver 10-min talks on 5 big themes. Details and special discount at

As an innovator, Kate started a completely virtual, monthly retainer financial planning business back in 2013 and has had the pleasure of speaking, consulting and working with financial services professionals in over 35 countries and territories. 

She can often be found traveling the world with her pilot husband or enjoying the sunshine at home in Southwest Florida.


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