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

NextGen Planners

Tech-Driven Efficiency with George Cooper

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  

Putting advice in the palm of the client with John Mason

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

People, Purpose and Progress with Harriet Davis

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  

Investing Smarter with AI with Chris Shuba

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  

Solving Life Admin with Fraser Stewart and Gary Stewart

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  

The Human Core of Financial Tech with Neil Parker

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 finance pros can utilise TikTok with Tom Parkinson

    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   

How AI could help financial planners access different markets with Alan Gurung

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  

The Power of Productivity with Matt Jeffery

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 adapt to technological advancements and the concept of building a "network of trust". Discover the NextGen Planners TechStack ® ? nextgenplanners.co.uk/tech-stack  

Tech-Human Synergy with Derek Gardiner

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 problems and the future of finance. Discover the NextGen Planners TechStack ® ? nextgenplanners.co.uk/tech-stack 

Digital Progress on the Provider Side with Anthony Rafferty

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 conversation offers an in-depth look into how a company can cope with an extremely sad and unexpected crisis, and what advisers can now do to help others and change the way businesses work. You can still donate to Gary's page here:  https://www.justgiving.com/fundraising/Gary-Gladwell Join our community: www.nextgenplanners.co.uk

Guiding through Grief with Lou Gladwell and Colin Low

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 technology, and the challenges and opportunities presented by digital advancements in the industry.  Discover the NextGen Planners TechStack ® ? nextgenplanners.co.uk/tech-stack  

Harnessing Technology for Better Financial Planning with Vincent Heys

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 creating GPTs and the evolving role of paraplanners. Discover the NextGen Planners TechStack ® ? nextgenplanners.co.uk/tech-stack  

Examining the early practical uses of microsoft copilot and how paraplaning could evolve with Katie Cirjack

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.nextgenplanners.co.uk  

Turning 40 and Turning Points with Darren Day

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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