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 productivity, how tech fits into this and the specifics around client segmentation.  Join our community: www.nextgenplanners.co.uk

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 productivity, how tech fits into this and the specifics around client segmentation. Join our community: www.nextgenplanners.co.uk

In this episode of the NextGen Planners Podcast Amelis chats to Senior Manager at Alpha Matt Jeffery.&nbsp; Here they discussed some easy wins in terms of productivity, how tech fits into this and the specifics around client segmentation.&nbsp; Join our community: www.nextgenplanners.co.uk &nbsp;

The Power of Productivity with Matt Jeffery

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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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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The Power of Productivity with Matt Jeffery

The Power of Productivity with Matt Jeffery

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