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Predicting the future of technology in financial planning with Roger Portnoy
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Content provided by NextGen Planners. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by NextGen Planners or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
In this episode of the NextGen Planners TechStack ® Podcast, Adam Carolan chats with Roger Portnoy, the Chief Strategy Advisor for Object Way SPA.
In this episode, they discuss the future of innovation in the wealth management sector, the unique challenges of introducing new technology in a trust-oriented and heavily regulated industry and how AI can revolutionise client acquisition, engagement, and operational processes.
Discover the NextGen Planners TechStack ® 👉 nextgenplanners.co.uk/tech-stack
259 episodes
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Manage episode 422057986 series 2950105
Content provided by NextGen Planners. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by NextGen Planners or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
In this episode of the NextGen Planners TechStack ® Podcast, Adam Carolan chats with Roger Portnoy, the Chief Strategy Advisor for Object Way SPA.
In this episode, they discuss the future of innovation in the wealth management sector, the unique challenges of introducing new technology in a trust-oriented and heavily regulated industry and how AI can revolutionise client acquisition, engagement, and operational processes.
Discover the NextGen Planners TechStack ® 👉 nextgenplanners.co.uk/tech-stack
259 episodes
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Similar to NextGen Planners
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
1
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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
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continue reading
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continue reading
Career & Life Journeys: Hosted by Adam Posner, he interviews top experts, entrepreneurs, and thought leaders from the world of Entrepreneurship, Talent Acquisition, Personal Growth, and other world-class amazing humans to decode their success via their insights into their own career journeys and personal growth. The goal of #thePOZcast is to showcase amazing humans who share their stories to inspire you to harness your inner tenacity to drive your life and career forward. Adam Posner is the ...
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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 ...
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