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Harnessing Technology for Better Financial Planning with Vincent Heys
Manage episode 407894273 series 2950105
In this episode of the NextGen Planners TechStack™ Podcast, host François du Toit talks with Vincent Heys from Wealthstack.
They chat about the distinction between "fast money" and "slow money," the importance of engaging clients through technology, and the challenges and opportunities presented by digital advancements in the industry.
Discover the NextGen Planners TechStack ® 👉 nextgenplanners.co.uk/tech-stack
266 에피소드
Manage episode 407894273 series 2950105
In this episode of the NextGen Planners TechStack™ Podcast, host François du Toit talks with Vincent Heys from Wealthstack.
They chat about the distinction between "fast money" and "slow money," the importance of engaging clients through technology, and the challenges and opportunities presented by digital advancements in the industry.
Discover the NextGen Planners TechStack ® 👉 nextgenplanners.co.uk/tech-stack
266 에피소드
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