In the VERY FIRST episode of the NextGen Planners TechStack ® Podcast, Adam Carolan chats with Rohit Vaish and Amal Jolly from Saturn AI 🤖

For our first conversation, we’re discussing how meeting notes have progressed over the years, and how AI is shaping the ability to get better meeting notes from clients. The end result is that financial planners have more time to focus on social cues and great conversations with their clients, whilst technology deals with the admin.

Rohit & Amal are building something very cool in the world of financial planning at the moment. Their tool is aiming to automate back office operations and compliance for financial advisers using data and AI.

Find out more about them 👉 heysaturn.com

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

In this episode Amelia talks with Laura Ann Moore a financial coach and financial wellbeing speaker. 

Here they talk about; the benefits of financial coaching, understanding the emotions behind money and how to harness these to reach your goals. 

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In this podcast Amelia talks to Co-Founder of Planner Pal, Mark Whitcroft. 

Here they talk about; AI in financial planning, whether it is a threat or opportunity and how financial planners can leverage this. 

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In this episode Amelia talks to Founder and Director of HK Wealth Garry Hale.

Here the chat about: insights from 2023, strategies for a successful 2024 and really getting into the mind of a client. 

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In this episode Amelia talks to Nitika Vyas, co founder of Aila Money. 

Here they chatted about; forging a new era of financial guidance, using tech to help close the advice gap and launching new ventures. 

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In this episode Amelia talked to Sonia Rach, Deputy News Editor at FTAdviser, Financial Times and Author. 

Here they chatted about self publishing a book, the gap in financial education and the difference we can make. 

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In this episode Amelia talks with Founder of Trustestate, Rish Sareen. 

Here they talk about digitising the probate process, intergenerational wealth and the challenges and opportunities the great wealth transfer will bring. 

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In this episode Amelia talked to Nicky Sevel, Founder of Woven Advice. 

Here they chatted about; the importance of data, the fintech future and the challenges of being an entrepreneur. 

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In this episode Amelia talks to ADHD Coach Yeara Rosenthal.

Here they discussed; ADHD in clients and considerations to take, what individuals with ADHD can do to help themselves and how businesses can be more mindful and create an inclusive work environment. 

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In this episode Amelia talks to Linda Kelland, Neurodiversity Specialist. 

Here they discussed; why the topic of neurodiversity can’t be ignored, strategies for neurodivergent individuals and how companies can be more inclusive. 

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