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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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May 29, 2024

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. 

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

 

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