242 episodi
NextGen Planners NextGen Planners
-
- Economia
Fresh, global insights on financial planning from financial planners, every week.
On this podcast we speak to financial planners from all around the world and hear stories and ideas from them on what they're doing to progress the financial planning profession.
Find out more about our Community by searching 'NextGen Planners' on Google.
-
Investing Smarter with AI with Chris Shuba
In this episode of the NextGen Planners TechStack ® Podcast, Adam Carolan chats with Chris Shuba from Helios.
Here they discuss; how Helios uses AI to create customised investment portfolios, the benefits it can offer financial planners and the challenges and opportunities of using AI in investment management across different regulatory environments.
Discover the NextGen Planners TechStack ® 👉 nextgenplanners.co.uk/tech-stack
-
Solving Life Admin with Fraser Stewart and Gary Stewart
In this episode of the NextGen Planners Podcast Dan talks to co-founders of Lyfeguard, Fraser Stewart and Gary Stewart.
Here they discus the importance of good organisation, working with a digital-first generation and the role of integrations.
Join our community: www.nextgenplanners.co.uk
-
The Human Core of Financial Tech with Neil Parker
In this episode of the NextGen Planners TechStack ® Podcast, Francois Du Toit chats with Neil Parker from PlanHappy Services.
In this conversation they talk about, the evolution of financial tech over the past decade, the gaps in traditional financial software and the importance of customisation.
Discover the NextGen Planners TechStack ® 👉 nextgenplanners.co.uk/tech-stack
-
How finance pros can utilise TikTok with Tom Parkinson
In this episode of the NextGen Planners Podcast Dan Graham chats with Chartered Financial Planner Tom Parkinson from Heritage Investments.
Here they talk about utilising social media, the importance of a personal brand and the process of getting chartered.
Join our community: www.nextgenplanners.co.uk -
How AI could help financial planners access different market with Alan Gurung
In this episode of the NextGen Planners TechStack ® Podcast, Adam Carolan talks with Advisory AI Co founder Alan Gurung. .
In this conversation they talk about, how to scale paraplanning in firms using AI, how AI can help with the mundane admin tasks and what it will mean for advisers in the near future.
Discover the NextGen Planners TechStack ® 👉 nextgenplanners.co.uk/tech-stack
-
The Power of Productivity with Matt Jeffery
In this episode of the NextGen Planners Podcast Amelis chats to Senior Manager at Alpha Matt Jeffery.
Here they discussed some easy wins in terms of productivity, how tech fits into this and the specifics around client segmentation.
Join our community: www.nextgenplanners.co.uk