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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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Mar 20, 2024

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

 

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