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. Discover the NextGen Planners TechStack ® 👉 nextgenplanners.co.uk/tech-st...
Jun 05, 2024•45 min
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...
May 29, 2024•36 min
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
May 24, 2024•42 min
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 a...
May 22, 2024•32 min
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-stac...
May 15, 2024•32 min
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
May 10, 2024•43 min
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
May 08, 2024•33 min
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
May 03, 2024•47 min
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
May 01, 2024•35 min
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
Apr 26, 2024•41 min
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
Apr 24, 2024•33 min
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
Apr 19, 2024•53 min
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
Apr 17, 2024•34 min
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
Apr 12, 2024•49 min
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
Apr 10, 2024•28 min
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
Apr 05, 2024•37 min
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
Apr 03, 2024•38 min
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
Mar 27, 2024•33 min
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/fundrais...
Mar 22, 2024•46 min
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
Mar 20, 2024•37 min
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
Mar 13, 2024•26 min
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
Mar 08, 2024•43 min
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. Charlotte delves into the concept of futures thinking, explaining how adopting a forward-thinking mindset is crucial for both financial advisors and their clients in navigating the complexities and rapid changes brought about by technology. She discusses the ro...
Mar 06, 2024•34 min
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: www.nextgenplanners.co,uk
Mar 01, 2024•40 min
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 talk about the challenges and risks with tech in finance from keeping data safe to making sure AI advice is reliable. And finally what's next for WealthTech. See what innovations and AI developments can we expect to see in the UK's financial planning scene i...
Feb 28, 2024•29 min
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 community: www.nextgenplanners.co.uk
Feb 23, 2024•46 min
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 current venture in AI, focusing on how technology can streamline operations, enhance client engagement, and drive efficiency in financial advisory services. They touch upon the evolution of AI from simple chatbots to sophisticated platforms capable of offe...
Feb 21, 2024•36 min
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.nextgenplanners.co,uk
Feb 16, 2024•36 min
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, particularly through the use of digital tools for tasks like meeting note-taking. This technological shift enables advisors to focus more on their clients, fostering better conversations and understanding. David is leading efforts at Navos to revolutionise the finan...
Feb 14, 2024•34 min
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 a joined up approach and understanding the mindset of clients. Join our community: www.nextgenplanners.co.uk
Feb 09, 2024•37 min
