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
Вміст надано NextGen Planners. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією NextGen Planners або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
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Navigating the Digital Wave with David Davies
Manage episode 400928135 series 2950105
Вміст надано NextGen Planners. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією NextGen Planners або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
In this second episode, Adam Carolan and David Davies delve into the digital transformation sweeping through the financial advice sector.
They discuss the increasing role of technology in improving efficiency and client interactions, particularly through the use of digital tools for tasks like meeting note-taking. This technological shift enables advisors to focus more on their clients, fostering better conversations and understanding.
David is leading efforts at Navos to revolutionise the financial planning industry by developing a tool that leverages data and AI to automate back-office operations and compliance tasks for financial advisors.
This conversation underscores the critical need for the profession to embrace digital advancements to stay competitive and relevant.
Find out more about them 👉 https://navos.co.uk/
Discover the NextGen Planners TechStack ® 👉 nextgenplanners.co.uk/tech-stack
273 епізодів
Поширити
Manage episode 400928135 series 2950105
Вміст надано NextGen Planners. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією NextGen Planners або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
In this second episode, Adam Carolan and David Davies delve into the digital transformation sweeping through the financial advice sector.
They discuss the increasing role of technology in improving efficiency and client interactions, particularly through the use of digital tools for tasks like meeting note-taking. This technological shift enables advisors to focus more on their clients, fostering better conversations and understanding.
David is leading efforts at Navos to revolutionise the financial planning industry by developing a tool that leverages data and AI to automate back-office operations and compliance tasks for financial advisors.
This conversation underscores the critical need for the profession to embrace digital advancements to stay competitive and relevant.
Find out more about them 👉 https://navos.co.uk/
Discover the NextGen Planners TechStack ® 👉 nextgenplanners.co.uk/tech-stack
273 епізодів
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Схожі до 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
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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 ...
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continue reading
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continue reading
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continue reading
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continue reading
Player FM - додаток Podcast
Переходьте в офлайн за допомогою програми Player FM !
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