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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Transforming the Future of Financial Planning with Chris Davies
Manage episode 419557215 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 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.
273 епізодів
Поширити
Manage episode 419557215 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 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.
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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Custom Manufacturing Industry podcast is an entrepreneurship and motivational podcast on all platforms, hosted by Aaron Clippinger. Being CEO of multiple companies including the signage industry and the software industry, Aaron has over 20 years of consulting and business management. His software has grown internationally and with over a billion dollars annually going through the software. Using his Accounting degree, Aaron will be talking about his organizational ways to get things done. Hi ...
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continue reading
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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.
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The Unshakeables podcast from Chase for Business and iHeartMedia's Ruby Studio dives into the unbelievable “What are we gonna do now?” moments that changed everything for small business owners. From mom-and-pop coffee shops to auto-detailing garages, every small business owner knows that the journey is full of the unexpected. A single make-or-break experience can change the course of your business forever. Those who stand firm in their resolve have a special name. We call them The Unshakeabl ...
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Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
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continue reading
Player FM - додаток Podcast
Переходьте в офлайн за допомогою програми Player FM !
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