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Balancing Science and Art in Financial Planning with Gary Winslow

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Manage episode 418362172 series 2950105
Indhold leveret af NextGen Planners. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af NextGen Planners eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

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.

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

  continue reading

266 episoder

Artwork
iconDel
 
Manage episode 418362172 series 2950105
Indhold leveret af NextGen Planners. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af NextGen Planners eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

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.

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

  continue reading

266 episoder

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