Balancing Science and Art in Financial Planning with Gary Winslow

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

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This episode is 32 minutes long.

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This episode was published on May 15, 2024.

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