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
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
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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
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
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.
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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 role of financial advisors as futurists, the importance of preparing for various future scenarios, and the impact of technological advancements like AI on the industry.
Through engaging conversation, Charlotte offers valuable insights into embracing change, the significance of mindset, and the potential risks and opportunities that lie ahead, providing a comprehensive understanding of how to thrive in an uncertain future.
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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.
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