NextGen Planners

253 Episodes

1. Meet the Hosts with Taylor Beavis

   Published: 7/5/2024
2. Meet the Hosts with Clara Metcalfe

   Published: 7/5/2024
3. Using Tech Smartly in Financial Planning with Adam Owen

   Published: 6/26/2024
4. DFM Dynamics with Peter Clark

   Published: 6/21/2024
5. Leveraging AI for Business Success: Insights from AI expert Verena Weber

   Published: 6/19/2024
6. Future-Proofing Financial Planning with Fintech Expert Jason Pereira

   Published: 6/12/2024
7. Embracing ESG in Investing with Clémence Chatelin

   Published: 6/7/2024
8. Predicting the future of technology in financial planning with Roger Portnoy

   Published: 6/5/2024
9. Out-of-this-world Virtual Client Interactions with Panos Leledakis

   Published: 5/29/2024
10. Paraplanning: Past, Present and Future with Rebecca Tuck

    Published: 5/24/2024
11. Transforming the Future of Financial Planning with Chris Davies

    Published: 5/22/2024
12. Balancing Science and Art in Financial Planning with Gary Winslow

    Published: 5/15/2024
13. Data Driven Decisions with Jen Lothian

    Published: 5/10/2024
14. From AI to Client Portals with Danni Le Grande

    Published: 5/8/2024
15. Tech-Driven Efficiency with George Cooper

    Published: 5/3/2024
16. Putting advice in the palm of the client with John Mason

    Published: 5/1/2024
17. People, Purpose and Progress with Harriet Davis

    Published: 4/26/2024
18. Investing Smarter with AI with Chris Shuba

    Published: 4/24/2024
19. Solving Life Admin with Fraser Stewart and Gary Stewart

    Published: 4/19/2024
20. The Human Core of Financial Tech with Neil Parker

    Published: 4/17/2024