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. 

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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. 

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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

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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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 in the coming years.

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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. 

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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 offering hyper-personalised financial advice, the challenges and opportunities in integrating AI into existing tech stacks, and a glimpse into the future of financial planning.

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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.

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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 financial planning industry by developing a tool that leverages data and AI to automate back-office operations and compliance tasks for financial advisors. 

This conversation underscores the critical need for the profession to embrace digital advancements to stay competitive and relevant.

Find out more about them 👉 https://navos.co.uk/

Discover the NextGen Planners TechStack ® 👉 nextgenplanners.co.uk/tech-stack

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. 

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In the VERY FIRST episode of the NextGen Planners TechStack ® Podcast, Adam Carolan chats with Rohit Vaish and Amal Jolly from Saturn AI 🤖

For our first conversation, we’re discussing how meeting notes have progressed over the years, and how AI is shaping the ability to get better meeting notes from clients. The end result is that financial planners have more time to focus on social cues and great conversations with their clients, whilst technology deals with the admin.

Rohit & Amal are building something very cool in the world of financial planning at the moment. Their tool is aiming to automate back office operations and compliance for financial advisers using data and AI.

Find out more about them 👉 heysaturn.com

Discover the NextGen Planners TechStack ® 👉 nextgenplanners.co.uk/tech-stack

In this episode Amelia talks with Laura Ann Moore a financial coach and financial wellbeing speaker. 

Here they talk about; the benefits of financial coaching, understanding the emotions behind money and how to harness these to reach your goals. 

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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. 

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In this episode Amelia talks to Founder and Director of HK Wealth Garry Hale.

Here the chat about: insights from 2023, strategies for a successful 2024 and really getting into the mind of a client. 

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In this episode Amelia talks to Nitika Vyas, co founder of Aila Money. 

Here they chatted about; forging a new era of financial guidance, using tech to help close the advice gap and launching new ventures. 

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In this episode Amelia talked to Sonia Rach, Deputy News Editor at FTAdviser, Financial Times and Author. 

Here they chatted about self publishing a book, the gap in financial education and the difference we can make. 

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In this episode Amelia talks with Founder of Trustestate, Rish Sareen. 

Here they talk about digitising the probate process, intergenerational wealth and the challenges and opportunities the great wealth transfer will bring. 

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In this episode Amelia talked to Nicky Sevel, Founder of Woven Advice. 

Here they chatted about; the importance of data, the fintech future and the challenges of being an entrepreneur. 

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