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NextGen Planners

Insights, ideas and inspiration from entrepreneurs and superstars in the world of financial planning. Every fortnight, we chat with a guest from the financial planning profession, hearing their stories and getting under the lid of how they do things. Find out more about our Community by searching 'NextGen Planners' on Google.
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Now displaying: April, 2024
Apr 26, 2024

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 24, 2024

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 19, 2024

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 17, 2024

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 12, 2024

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 10, 2024
 
 

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 5, 2024

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 3, 2024

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

 

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