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NextGen Planners NextGen Planners
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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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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.
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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.
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Putting advice in the palm of the client with John Mason
In this episode of the NextGen Planners TechStack ® Podcast, Francois Du Toit chats with John Mason from Dynamic Planner.
Here they discuss; the integration of technology in financial planning, the importance of technology in succession planning within financial advice firms and the ongoing need for human elements in financial planning.
Discover the NextGen Planners TechStack ® 👉 nextgenplanners.co.uk/tech-stack
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People, Purpose and Progress with Harriet Davis
In this episode of the NextGen Planners Podcast Amelia talks with founder of Evolve, Harriet Davis.
Here they talk about; where you are going wrong with job descriptions, how to manage a team through times of change and how to promote growth.
Join our community: www.nextgenplanners.co.uk -
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