NextGen Planners
NextGen PlannersEpisodes
Best Episodes of NextGen Planners
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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
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.
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 fi
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 getti
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 munda
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
In this episode of the NextGen Planners TechStack ® Podcast, Francois Du Toit chats with Derek Gardiner CTO of Commotion. In this conversation they talk all about significant changes brought about by technology, strategies for businesses to ada
In this episode of the NextGen Planners TechStack ® Podcast, Adam Carolan chats with Anthony Rafferty, CEO of Origo. In this conversation they talk all about exciting developments in the fintech space, creating solutions to financial planners p
In this episode of the NextGen Planners Podcast Amelia chats with Lou Gladwell and Colin Low from Kingsfleet Wealth. Here they reflect on the last two years, during which Lou lost her husband Gary, who also worked at Kingsfleet. The conversati
In this episode of the NextGen Planners TechStack™ Podcast, host François du Toit talks with Vincent Heys from Wealthstack. They chat about the distinction between "fast money" and "slow money," the importance of engaging clients through techn
In this episode of the NextGen Planners TechStack ® Podcast, Adam Carolan chats with Katie Cirjak from Scale Up Paraplanning in Australia. In this conversation they talk all about early practical uses of Microsoft Copilot, the benefits of creat
In this episode Amelia sits down with FInancial Planner Darren Day. Here they talk about the transition from the military to finance, lessons Darren has taken with him and what turning 40 and the future looks like. Join our community: www.nex
In this episode of the TechStack Podcast brought to you by the NextGen Planners Podcast, host Francois du Toit is joined by Charlotte Kemp, the Futures Alchemist, to explore the fascinating intersection of futurism and financial planning. Charl
In the episode Amelia talks with Jo Faith, founder of Jo Faith Copywriting. Here they discuss the importance of good website copy, some common mistakes made and Jo gives some brilliant practical tips to upgrade your copy. Join our community: ww
In this episode of the TechStack podcast Adam Carolan talks to Doug Fritz CEO of F2 strategy. Here they talk about AI in WealthTech today, diving into how artificial intelligence is used in UK wealth technology, with real examples. They also ta
In this episode Amelia sat down with Director of Plan Works, Sian Davies Cole. Here they talked about the importance of mentoring, the characteristics of a good mentoring relationship and understanding people's individual needs. Join our comm
In this episode, host Francois du Toit sits down with Alex Gassner from paraplanner.ai to discuss the cutting-edge role of AI in financial planning. Alex shares his extensive experience, starting from his early days in wealth management to his
In the episode Amelia talks with Director of Wellington Wealth, Jennifer Ellis. Here they discuss the journey of launching a financial planning firm, the work behind the scenes and lessons learned along the way. Join our community: www.nextgen
In this second episode, Adam Carolan and David Davies delve into the digital transformation sweeping through the financial advice sector. They discuss the increasing role of technology in improving efficiency and client interactions, particula
In this episode Amelia sits down with Daniel Gornall from Centurion Chartered Financial Planners who is a Financial Planner specialising in divorce and separation. Here they chat about the technical side of divorce planning, the importance of
In the VERY FIRST episode of the NextGen Planners TechStack ® Podcast, Adam Carolan chats with Rohit Vaish and Amal Jolly from Saturn AI 🤖 For our first conversation, we’re discussing how meeting notes have progressed over the years, and how A
In this episode Amelia talks with Laura Ann Moore a financial coach and financial wellbeing speaker. Here they talk about; the benefits of financial coaching, understanding the emotions behind money and how to harness these to reach your goals
In this podcast Amelia talks to Co-Founder of Planner Pal, Mark Whitcroft. Here they talk about; AI in financial planning, whether it is a threat or opportunity and how financial planners can leverage this. Join our community: www.nextgenplan
In this episode Amelia talks to Founder and Director of HK Wealth Garry Hale. Here the chat about: insights from 2023, strategies for a successful 2024 and really getting into the mind of a client. Join our community: www.nextgenplaners.co.uk
In this episode Amelia talks to Nitika Vyas, co founder of Aila Money. Here they chatted about; forging a new era of financial guidance, using tech to help close the advice gap and launching new ventures. Join our community: www.nextgenplanne
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