NextGen Planners

253 Episodes

1. How finance pros can utilise TikTok with Tom Parkinson

   Published: 4/12/2024
2. How AI could help financial planners access different markets with Alan Gurung

   Published: 4/10/2024
3. The Power of Productivity with Matt Jeffery

   Published: 4/5/2024
4. Tech-Human Synergy with Derek Gardiner

   Published: 4/3/2024
5. Digital Progress on the Provider Side with Anthony Rafferty

   Published: 3/27/2024
6. Guiding through Grief with Lou Gladwell and Colin Low

   Published: 3/22/2024
7. Harnessing Technology for Better Financial Planning with Vincent Heys

   Published: 3/20/2024
8. Examining the early practical uses of microsoft copilot and how paraplaning could evolve with Katie Cirjack

   Published: 3/13/2024
9. Turning 40 and Turning Points with Darren Day

   Published: 3/8/2024
10. A Futurist's Perspective on Finance and Technology with Charlotte Kemp

    Published: 3/6/2024
11. Words that Win with Jo Faith

    Published: 3/1/2024
12. Predicting the Future of Financial Planning with Doug Fritz

    Published: 2/28/2024
13. Mentorship Matters with Sian Davies Cole

    Published: 2/23/2024
14. Hyper-Personalisation and Efficiency through AI with Alex Gassner

    Published: 2/21/2024
15. Operations Odyssey with Jennifer Ellis

    Published: 2/16/2024
16. Navigating the Digital Wave with David Davies

    Published: 2/14/2024
17. Separation Strategies with Daniel Gornall

    Published: 2/9/2024
18. How Saturn are Transforming Meeting Notes with Rohit Vaish and Amal Jolly

    Published: 2/7/2024
19. Money Mindset with Laura Ann Moore

    Published: 1/26/2024
20. AI Advancements with Mark Whitcroft

    Published: 1/19/2024