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NextGen Planners

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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Jan 19, 2024

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.nextgenplanners.co.uk

 

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