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.
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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In this episode Amelia talks to ADHD Coach Yeara Rosenthal.
Here they discussed; ADHD in clients and considerations to take, what individuals with ADHD can do to help themselves and how businesses can be more mindful and create an inclusive work environment.
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In this episode Amelia talks to Linda Kelland, Neurodiversity Specialist.
Here they discussed; why the topic of neurodiversity can’t be ignored, strategies for neurodivergent individuals and how companies can be more inclusive.
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In this episode Amelia talks to Olivia Maynard, Operations Director at TFP Financial Planning Ltd.
Here they discussed; what good culture looks like, how to recruit to make a strong team and mindful approaches to team building.
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In this episode Amelia talks with Laura Blake, Philanthropy Director at Somerset Community Foundation.
Here they discussed; the purpose of community foundations, the impact of local giving and how community foundations can support financial planners.
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In this episode Amelia talks with Bimpe Nkontchou, Founder of Wealth 8.
Here they talked about the necessity for a platform like Wealth8, the challenges faced by the black community in wealth-building, and the role of financial planners in addressing these disparities.
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In this episode Amelia chats with Ian Horne, Author and European Head of Content at Money 20/20.
Here they talk about the benefits and challenges of embracing technology in the financial industry, the power of decentralized finance platforms and their implications for financial inclusion and the ethical and regulatory considerations surrounding fintech advancements .
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In this episode Adam chats with Sam Oakes, Founder of Financial Planner Life and Financial Planner Life Academy.
Here they talk about becoming a B Corp, the launch of the Financial Planner Life Academy and how a Tom Cruise impression went viral on TikTok.
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In this episode Amelia chatted with Keith Boyes, Chartered Financial Planner and Managing Director of Spentwell.
Here they discussed different strategies for effective communication, what good listening looks like and the importance of empathy in a people-centric approach to financial planning.
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In this episode Amelia chatted with Anthony West, Independent Financial Adviser at Beckett Investment Management Group.
Here they talked about adapting as a financial planner, balancing demands and prioritising mental health.
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In this episode Amelia chatted with Charlie French, co-founder of Etcho.
Here they discussed the power of storytelling in financial planning, the significance of developing a connection between clients and their portfolios and the transformative potential of impact investing.
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In this episode Amelia chatted to James Thompson, Chartered Financial Planner and Director at Becketts.
Here they talked about navigating unforeseen circumstances, the nuances of management buy-outs and adapting in the industry.
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