Join host and Harvard Business School Online Creative Director Chris Linnane as he sits down with HBS faculty to discuss business education in a way that’s both entertaining and insightful. The Parlor Room is your key to breaking down academic theory without sacrificing depth—all while gaining practical takeaways for navigating the business world.
…
continue reading
Inhalt bereitgestellt von NextGen Planners. Alle Podcast-Inhalte, einschließlich Episoden, Grafiken und Podcast-Beschreibungen, werden direkt von NextGen Planners oder seinem Podcast-Plattformpartner hochgeladen und bereitgestellt. Wenn Sie glauben, dass jemand Ihr urheberrechtlich geschütztes Werk ohne Ihre Erlaubnis nutzt, können Sie dem hier beschriebenen Verfahren folgen https://de.player.fm/legal.
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Transforming the Future of Financial Planning with Chris Davies
Manage episode 419557215 series 2950105
Inhalt bereitgestellt von NextGen Planners. Alle Podcast-Inhalte, einschließlich Episoden, Grafiken und Podcast-Beschreibungen, werden direkt von NextGen Planners oder seinem Podcast-Plattformpartner hochgeladen und bereitgestellt. Wenn Sie glauben, dass jemand Ihr urheberrechtlich geschütztes Werk ohne Ihre Erlaubnis nutzt, können Sie dem hier beschriebenen Verfahren folgen https://de.player.fm/legal.
In this episode of the NextGen Planners TechStack ® Podcast Adam Carolan chats with Founder of Model Office Chris Davies.
Here they talk about the transformative power of cutting-edge technologies in the financial planning industry, the importance of integrating tech for data analysis and the disruptive potential of technologies like GPT-driven chat services in banking.
Discover the NextGen Planners TechStack ® 👉 nextgenplanners.co.uk/tech-stack
Timestamps
00:00 Introduction, AI history, robo advisors' impact discussed.
03:35 Robos automate investment tasks, tools used actively.
07:37 Professional indemnity insurance, risk management, compliance costs.
12:13 Quality data and tech drive best performance.
13:29 Tech firms eyeing financial services, regulatory risks.
19:31 Technology isn't magic, but crucial for business.
20:51 NextGen planners must employ data analytics effectively.
24:24 Software integrates data for Microsoft 365 and Power BI.
28:13 Summary: Ensuring control and compliance in technology implementation.
266 Episoden
Teilen
Manage episode 419557215 series 2950105
Inhalt bereitgestellt von NextGen Planners. Alle Podcast-Inhalte, einschließlich Episoden, Grafiken und Podcast-Beschreibungen, werden direkt von NextGen Planners oder seinem Podcast-Plattformpartner hochgeladen und bereitgestellt. Wenn Sie glauben, dass jemand Ihr urheberrechtlich geschütztes Werk ohne Ihre Erlaubnis nutzt, können Sie dem hier beschriebenen Verfahren folgen https://de.player.fm/legal.
In this episode of the NextGen Planners TechStack ® Podcast Adam Carolan chats with Founder of Model Office Chris Davies.
Here they talk about the transformative power of cutting-edge technologies in the financial planning industry, the importance of integrating tech for data analysis and the disruptive potential of technologies like GPT-driven chat services in banking.
Discover the NextGen Planners TechStack ® 👉 nextgenplanners.co.uk/tech-stack
Timestamps
00:00 Introduction, AI history, robo advisors' impact discussed.
03:35 Robos automate investment tasks, tools used actively.
07:37 Professional indemnity insurance, risk management, compliance costs.
12:13 Quality data and tech drive best performance.
13:29 Tech firms eyeing financial services, regulatory risks.
19:31 Technology isn't magic, but crucial for business.
20:51 NextGen planners must employ data analytics effectively.
24:24 Software integrates data for Microsoft 365 and Power BI.
28:13 Summary: Ensuring control and compliance in technology implementation.
266 Episoden
Alle Folgen
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Ähnelt NextGen Planners
Join host and Harvard Business School Online Creative Director Chris Linnane as he sits down with HBS faculty to discuss business education in a way that’s both entertaining and insightful. The Parlor Room is your key to breaking down academic theory without sacrificing depth—all while gaining practical takeaways for navigating the business world.
…
continue reading
1
The Brutal Truth about Sales and Selling - We interview the world's best B2B Enterprise salespeople.
Brian Burns
No BS Allowed - Are you sick of empty suits telling you to work harder? - Learn about The Maverick Selling Method, which models the world's best salespeople and what they do differently. If you are in sales and are passionate about selling, you will like this podcast. The focus is on b2b sales and selling. If you are selling or in sales, this podcast is for you. I cover cold calling, spin selling, challenger sale, solution selling, and advanced selling skills. Strategic selling, LinkedIn, sa ...
…
continue reading
How can business help solve society’s biggest challenges? Welcome to Series 3 of Take on Tomorrow, the award-winning podcast from PwC that examines the biggest problems facing society and the role business can—and should—play in solving them. This series, we’re welcoming broadcaster and journalist Femi Oke to the show. She joins podcaster and journalist Lizzie O’Leary, and together with industry innovators, tech trailblazers and visionary leaders from around the globe, they’ll explore timely ...
…
continue reading
The traditional enterprise go-to-market motion is undergoing a transformational shift. B2B buyers are more sophisticated than ever, and operational efficiency is a key focus for every organization. One key function possesses a unique opportunity to shape the future of revenue generation: enablement. On this podcast, we’re bringing you the secrets, strategies, and tactics that successful enablement leaders are using to drive meaningful impact. The Enablement Edge is the go-to resource for sal ...
…
continue reading
Rachel Cooke is your guide to leadership and communication, helping you craft a workplace environment you can feel good about. She’ll share tips to help you balance your work and personal life, effectively invest your time, and be mindful about where you’re devoting your energy. Let Rachel help you navigate your path to success—however you define it.
…
continue reading
Montgomery & Company (MoCo) is a weekly podcast and radio show hosted by two-time WNBA Champion and Co-Owner/Vice President of the Atlanta Dream, Renee Montgomery, in partnership with WABE Atlanta. Both insightful and compelling, MoCo features interviews with some of the world’s top athletes, entertainers, and innovators as well as roundtable discussions with Renee’s colleagues, friends, and family, about sports, culture and building generational wealth. Montgomery & Company: Sports, Cultu ...
…
continue reading
Navigating today's global economy and deciphering investment choices can be an intricate endeavor. The influx of opinions and ever-shifting financial data adds to the challenge. For those committed to success, staying informed through market education and unbiased guidance is paramount. This realization has led an increasing number of individuals to integrate KPP Financial's 'InvestTalk' radio program and podcast into their investment strategies. InvestTalk, a daily program, delves into a ra ...
…
continue reading
Call them changemakers. Call them rule breakers. We call them Redefiners. And in this provocative podcast, we explore how daring leaders from across industries and around the globe are redefining their organizations—and themselves—to create extraordinary impact in today’s rapidly changing world. In each episode, Russell Reynolds Associates Leadership Advisor Hoda Tahoun and former CEO Clarke Murphy host engaging, purposeful conversations with leaders in and out of the business world who shar ...
…
continue reading
Alessandro Bogliari, CEO and Co-Founder of The Influencer Marketing Factory, a global influencer marketing agency, talks with great guests about influencer marketing, social media, the creator economy, social commerce and much more.
…
continue reading
Career Tools is a weekly podcast focused on specific actions you can take to grow and enhance your career, whether you are a manager or not. Career Tools won the Podcast Awards Best Business podcast in 2010 and was nominated every other year it has been eligible. Whether you are interested in jump-starting a stalled career, or sharpening your edge, Career Tools is the podcast for you. Go to http://www.manager-tools.com/testimonials to read what others are saying about the impact Career Tools ...
…
continue reading
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