NextGen Planners NextGen Planners

In this episode of the NextGen Planners TechStack ® Podcast, Adam Carolan chats with Verena Weber, an accomplished consultant with a rich background in statistics and artificial intelligence. 
Here they talk about the role of AI agents and large language models, the potential of Microsoft's Copilot technology and the balance between human oversight and AI automation, particularly in regulated sectors like finance. 
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In this episode of the NextGen Planners TechStack ® Podcast, Adam Carolan chats with Jason Pereira, a visionary in financial planning, regulation, and fintech advocacy in Canada. 
Here they chat about technological innovations reshaping the financial planning landscape, the potential of artificial intelligence, and the importance of clean, rich data for enhancing efficiency in financial planning systems and CRMs. 
Discover the NextGen Planners TechStack ® 👉 nextgenplanners.co.uk/tech-stack

In this episode Amelia chats with Clémence Chatelin, ESG Integration Manager at CCLA. 
Here they discuss, the development of the ESG landscape, integrating ESG in investing and what's on the horizon. 
There were a few connection difficulties but the discussion is so interesting you won't want to miss it. 
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In this episode of the NextGen Planners TechStack ® Podcast, Adam Carolan chats with Roger Portnoy, the Chief Strategy Advisor for Object Way SPA. 
In this episode, they discuss the future of innovation in the wealth management sector,  the unique challenges of introducing new technology in a trust-oriented and heavily regulated industry and how AI can revolutionise client acquisition, engagement, and operational processes. 
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In this episode of the NextGen Planners TechStack ® Podcast, Francois Du Toit chats with Panos Leledakis, a pioneer in leveraging technology to transform the financial planning and insurance industry. 
Here they discuss the evolving landscape of technology, the power of AI in content creation and client engagement, and the importance of embracing a forward-thinking mindset in the professional world. 
Discover the NextGen Planners TechStack ® 👉 nextgenplanners.co.uk/tech-stack
 

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. 
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