In this episode of the brand new That NextGen Planners Podcast meet one of the two brand new co-hosts. 

First up is Taylor Beavis. Amelia and Clara chat to Taylor about who he is, what he does and why he does it. 

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In this double release for the new That NextGen Planners Podcast we meet our other brilliant co-host Clara Metcalfe

Amelia and Taylor chat to Clara about who she is, what she does and why she does it. 

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In this episode of the NextGen Planners TechStack ® Podcast, Francois du Toit chats with Adam Owen. 

Here they discuss; the ever-evolving landscape of financial planning, the increasing role of AI in content production and the importance of mindful technology use.

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In this episode of the NextGen Planners Podcast Amelia talks with the CEO of Bentley Reid, Peter Clark. 

Here they discuss; the DFM landscape right now, the evolution of client expectations and the role of technology. 

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In this episode of the NextGen Planners TechStack ® Podcast, Adam Carolan chats with Verena Weber, an accomplished consultant with a rich background in statistics and artificial intelligence. 

Here they talk about the role of AI agents and large language models, the potential of Microsoft's Copilot technology and the balance between human oversight and AI automation, particularly in regulated sectors like finance. 

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In this episode of the NextGen Planners TechStack ® Podcast, Adam Carolan chats with Jason Pereira, a visionary in financial planning, regulation, and fintech advocacy in Canada. 

In this episode Amelia chats with Clémence Chatelin, ESG Integration Manager at CCLA. 

Here they discuss, the development of the ESG landscape, integrating ESG in investing and what's on the horizon. 

There were a few connection difficulties but the discussion is so interesting you won't want to miss it. 

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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. 

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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. 

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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. 

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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. 

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Timestamps  

00:00 Introduction, AI history, robo advisors' impact discussed. 

03:35 Robos automate investment tasks, tools used actively. 

07:37 Professional indemnity insurance, risk management, compliance costs. 

12:13 Quality data and tech drive best performance. 

13:29 Tech firms eyeing financial services, regulatory risks. 

19:31 Technology isn't magic, but crucial for business. 

20:51 NextGen planners must employ data analytics effectively. 

24:24 Software integrates data for Microsoft 365 and Power BI. 

28:13 Summary: Ensuring control and compliance in technology implementation. 

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.

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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. 

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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. 

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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. 

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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. 

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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. 

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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. 

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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. 

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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.

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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".

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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