In this episode of the NextGen Planners TechStack ® Podcast, Francois Du Toit chats with Gary Winslow, Business Development Director for Asset-Map in the UK.

Here they discuss the evolving role of technology in financial planning, the importance of using technology to enhance client interactions rather than replace them and Gary shares insights into how financial planners can use technology to improve client engagement.

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In this episode of the NextGen Planners Podcast Amelia chats with  Jen Lothian CEO and Co-Founder of My Ark. 

Here they talk about the importance of acquiring the right data, the necessity of seeing data in context and how tech that can help with this. 

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In this episode of the NextGen Planners TechStack ® Podcast, Adam Carolan chats with Head of Consulting at Finura Group Danni Le Grande

Here they discuss; the integration of advanced technology in advice platforms, the burgeoning use of client portals for improved cybersecurity, and the challenges and opportunities presented by technology. 

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

In this episode of the NextGen Planners Podcast Amelia talks with Founder of Advice Flow, George Cooper. 

Here they talk about; demystifying the tech landscape, optimising work flows and what automation can do for advisers. 

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In this episode of the NextGen Planners TechStack ® Podcast, Francois Du Toit chats with John Mason from Dynamic Planner.

Here they discuss; the integration of technology in financial planning, the importance of technology in succession planning within financial advice firms and the ongoing need for human elements in financial planning. 

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

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 with job descriptions, how to manage a team through times of change and how to promote growth. 

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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 create customised investment portfolios, the benefits it can offer financial planners and the challenges and opportunities of using AI in investment management across different regulatory environments. 

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In this episode of the NextGen Planners Podcast Dan talks to co-founders of Lyfeguard, Fraser Stewart and Gary Stewart.

Here they discus the importance of good organisation, working with a digital-first generation and the role of integrations. 

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In this episode of the NextGen Planners TechStack ® Podcast, Francois Du Toit chats with Neil Parker from PlanHappy Services.

In this conversation they talk about, the evolution of financial tech over the past decade, the gaps in traditional financial software and the importance of customisation.

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In this episode of the NextGen Planners Podcast Dan Graham chats with Chartered Financial Planner Tom Parkinson from Heritage Investments. 

Here they talk about utilising social media, the importance of a personal brand and the process of getting chartered. 

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