Tech-Driven Efficiency with George Cooper
In this episode of the NextGen Planners Podcast Amelia talks with Founder of Advice Flow, George Cooper. Here they talk about; demystifying the tech ...
NextGen Planners
Share:
Listens: 0
About
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.
Putting advice in the palm of the client with John Mason
In this episode of the NextGen Planners TechStack ® Podcast, Francois Du Toit chats with John Mason from Dynamic Planner. Here they discuss; the integ...
People, Purpose and Progress with Harriet Davis
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 w...
Investing Smarter with AI with Chris Shuba
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...
Solving Life Admin with Fraser Stewart and Gary Stewart
In this episode of the NextGen Planners Podcast Dan talks to co-founders of Lyfeguard, Fraser Stewart and Gary Stewart. Here they discus the importanc...
The Human Core of Financial Tech with Neil Parker
In this episode of the NextGen Planners TechStack ® Podcast, Francois Du Toit chats with Neil Parker from PlanHappy Services. In this conversation the...
How finance pros can utilise TikTok with Tom Parkinson
In this episode of the NextGen Planners Podcast Dan Graham chats with Chartered Financial Planner Tom Parkinson from Heritage Investments. Here they ...
How AI could help financial planners access different markets with Alan Gurung
In this episode of the NextGen Planners TechStack ® Podcast, Adam Carolan talks with Advisory AI Co founder Alan Gurung. . In this conversation t...
The Power of Productivity with Matt Jeffery
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 ...
Tech-Human Synergy with Derek Gardiner
In this episode of the NextGen Planners TechStack ® Podcast, Francois Du Toit chats with Derek Gardiner CTO of Commotion. In this conversation they ta...