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NextGen Planners

Fresh, global insights on financial planning from financial planners, every week. On this podcast we speak to financial planners from all around the world and hear stories and ideas from them on what they're doing to progress the financial planning profession. 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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