250 episodes
NextGen Planners NextGen Planners
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- Økonomi
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.
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Paraplanning: Past, Present and Future with Rebecca Tuck
In this episode Amelia chats with Rebecca Tuck, Financial Planning Operations Manager at Paradigm Norton.
Here they talk about the evolution of paraplanning, what the future of paraplanning looks like and what changes need to be made.
Join our community: www.nextgenplanners.co.uk -
Transforming the Future of Financial Planning with Chris Davies
In this episode of the NextGen Planners TechStack ® Podcast Adam Carolan chats with Founder of Model Office Chris Davies.
Here they talk about the transformative power of cutting-edge technologies in the financial planning industry, the importance of integrating tech for data analysis and the disruptive potential of technologies like GPT-driven chat services in banking.
Discover the NextGen Planners TechStack ® 👉 nextgenplanners.co.uk/tech-stack
Timestamps
00:00 Introduction, AI history, robo advisors' impact discussed.
03:35 Robos automate investment tasks, tools used actively.
07:37 Professional indemnity insurance, risk management, compliance costs.
12:13 Quality data and tech drive best performance.
13:29 Tech firms eyeing financial services, regulatory risks.
19:31 Technology isn't magic, but crucial for business.
20:51 NextGen planners must employ data analytics effectively.
24:24 Software integrates data for Microsoft 365 and Power BI.
28:13 Summary: Ensuring control and compliance in technology implementation.
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Balancing Science and Art in Financial Planning with Gary Winslow
In this episode of the NextGen Planners TechStack ® Podcast, Francois Du Toit chats with Gary Winslow, Business Development Director for Asset-Map in the UK.
Here they discuss the evolving role of technology in financial planning, the importance of using technology to enhance client interactions rather than replace them and Gary shares insights into how financial planners can use technology to improve client engagement.
Discover the NextGen Planners TechStack ® 👉 nextgenplanners.co.uk/tech-stack
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Data Driven Decisions with Jen Lothian
In this episode of the NextGen Planners Podcast Amelia chats with Jen Lothian CEO and Co-Founder of My Ark.
Here they talk about the importance of acquiring the right data, the necessity of seeing data in context and how tech that can help with this.
Join our community: www.nextgenplanners.co.uk -
From AI to Client Portals with Danni Le Grande
In this episode of the NextGen Planners TechStack ® Podcast, Adam Carolan chats with Head of Consulting at Finura Group Danni Le Grande
Here they discuss; the integration of advanced technology in advice platforms, the burgeoning use of client portals for improved cybersecurity, and the challenges and opportunities presented by technology.
Discover the NextGen Planners TechStack ® 👉 nextgenplanners.co.uk/tech-stack
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Tech-Driven Efficiency with George Cooper
In this episode of the NextGen Planners Podcast Amelia talks with Founder of Advice Flow, George Cooper.
Here they talk about; demystifying the tech landscape, optimising work flows and what automation can do for advisers.
Join our community: www.nextgenplanners.co.uk
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