Gå frakoblet med Player FM -appen!
Balancing Science and Art in Financial Planning with Gary Winslow
Manage episode 418362172 series 2950105
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
266 episoder
Manage episode 418362172 series 2950105
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
266 episoder
Alle episoder
×Velkommen til Player FM!
Player FM scanner netter for høykvalitets podcaster som du kan nyte nå. Det er den beste podcastappen og fungerer på Android, iPhone og internett. Registrer deg for å synkronisere abonnement på flere enheter.