Cele mai bune Jason Mcdermott podcast-uri (2024)

1
Growing a Life Planning Business with Nila Mistry 33:42

8d ago33:42

33:42

In this episode of That NextGen Planners Podcast, we chat with the awesome Nila Mistry, who runs Prosperity Life Planning. We chat about the difference between financial advice and financial planning, how to grow a financial planning business that focuses on life planning, and tips for being a great financial life planner. Join our community: www.n…

1
Building better client experience with Dan Graham 42:13

22d ago42:13

42:13

In this episode of That NextGen Planners Podcast, we chat with Chief Designer at docVinci and Head of Marketing at NextGen Planners, Dan Graham. We chat about lots of topics including building a world class client experience, the importance of brand and standing out, marketing, personal brand, AI and much, much more! 🙌…

1
Episode #61 - Season Preview 2024-25 with Tom McDermott! 1:10:41

1M ago1:10:41

1:10:41

The amazing Tom McDermott steps in to guest host the podcast this week as Jason clearly has something better to be doing. Tom joins Tim and Alex to preview the new Bradford City season. Ahead of Saturday's first game, the guys touch on the ins and outs in the squad, expectations for the new season, and look forward to the opener on Saturday against…

1
Scaling Quickly with Sean McDermott and Vicki Langdon 41:35

1M ago41:35

41:35

In this episode of That NextGen Planners Podcast we chat with the award-winning Sean & Vicki from Lightside Financial Planning. Here we chat about about how Sean & Vicki have grown Lightside Financial Planning, the pros and cons of having lots of clients and the lessons they have learned along the way. Join our community: www.nextgenplanners.co.uk…

1
Do Awards Matter? with Sarah Elson 32:16

2M ago32:16

32:16

In this episode of That NextGen Planners Podcast hosts Amelia, Taylor and Clara chat with Sarah Elson co-founder of Berry and Oak. Here they dive into detail about; whether awards are fair, what awards should exist and some tips for winning. Join our community: www.nextgenplanners.co.uk

1
Navigating AI security and governance in 2024 with Jonathan Dambrot 54:32

2M ago54:32

54:32

In this episode of Delivered, you can learn how to adopt secure and compliant AI practices and build a thriving business. We sat down with Jonathan Dambrot, the CEO and co-founder of Cranium AI, a leading AI security and trust platform that spun out of KPMG. Tap into Jonathan’s 20 years of experience in IT, cybersecurity, and third-party risk manag…

1
Trailer 0:27

2M ago0:27

0:27

In a world where 95% of digital products fail, we’re on a mission to find out what sets the 5% apart, bringing you insights from change-makers — business owners, company executives, creatives, tech experts, and other brilliant minds. Brought to you by Infinum, a leading digital product agency, and hosted by Chris Bradshaw, Infinum’s product strateg…

1
Protecting your business from cyber threats with Bojan Belušić 44:39

2M ago44:39

44:39

In this episode of Delivered, you can learn about the best practices for safeguarding your organization from cyber threats. We sat down with Bojan Belušić, a seasoned cybersecurity expert, to discuss how to identify and prevent the most common types of cyberattacks today, the impact of emerging technologies on cybercrime, cybersecurity regulations,…

1
Creating digital experiences for the future with Nico Köhler 43:24

2M ago43:24

43:24

In this episode of Delivered, you can learn about building innovative digital products customers will love for years to come. We sat down with Nico Köhler, the head of product experience at the legendary Leica Camera, to discuss his approach to product management and Leica’s track record of launching innovative products. Key learnings: Learn from L…

1
Innovating through design thinking with Jason Grant 52:23

2M ago52:23

52:23

In this episode of Delivered, you can learn about the innovative problem-solving approach of design thinking and its role in building human-centric products and companies. We sat down with Jason Grant, a UX designer and design coach with over 15 years of experience whose expertise lies at the intersection of business, design, psychology, and techno…

1
Balancing innovation and responsibility in AI adoption with Tim Daines 55:15

2M ago55:15

55:15

In this episode of Delivered, you can learn how to unlock the full potential of AI for your business with a responsible and data-driven approach. We sat down with Tim Daines, a data and AI product expert with over 15 years of experience, who helped major brands like McKinsey & Company, AWS, and Hitachi discover and deliver innovative product soluti…

1
Grow a thriving business through storytelling with Gareth Dimelow 55:57

2M ago55:57

55:57

In this episode of Delivered, you can learn how to unlock your brand’s full potential with business storytelling. We sat down with Gareth Dimelow, chief storyteller and co-founder of Inside Stories. Gareth’s unique approach was born out of frustration with the marketing industry’s over-reliance on content over story. He’s now on a mission to help b…

1
Standout branding in the digital era with Laura Weldon 35:42

2M ago35:42

35:42

In this episode of Delivered, you can learn about branding that drives business growth and how to get your message across all channels and touchpoints in the digital-first economy. We sat down with Laura Weldon, founder and creative director at Studio LWD. With over 15+ years of experience, she’s helped build some of the world’s most iconic brands,…

1
Building a successful SaaS product with Mark McDermott 38:31

2M ago38:31

38:31

In this episode of Delivered, you can learn about the role of UX, user feedback, product strategy, and leadership in the journey of building a successful SaaS business. We sat down with Mark McDermott, a true trailblazer in the digital signage industry. As the co-founder and CEO of ScreenCloud, Mark shares his journey of transforming his company in…

1
Workshops as catalysts for innovation with Brittni Bowering 47:20

2M ago47:20

47:20

In this episode of Delivered, you can learn how workshops can serve as powerful catalysts for creating winning digital products. We sat down with Brittni Bowering, a master workshop designer, facilitator, trainer, and event host with a background in B2B content strategy and standup comedy. Her superpower is bringing people together to achieve great…

1
Meet the Hosts with Taylor Beavis 25:33

2M ago25:33

25:33

In this episode of the brand new That NextGen Planners Podcast meet one of the two brand new co-hosts. First up is Taylor Beavis. Amelia and Clara chat to Taylor about who he is, what he does and why he does it. Join our community: www.nextgenplanners.co.uk

1
Meet the Hosts with Clara Metcalfe 21:35

2M ago21:35

21:35

In this double release for the new That NextGen Planners Podcast we meet our other brilliant co-host Clara Metcalfe Amelia and Taylor chat to Clara about who she is, what she does and why she does it. Join our community: www.nextgenplanners.co.uk

1
Using Tech Smartly in Financial Planning with Adam Owen 33:47

2M ago33:47

33:47

In this episode of the NextGen Planners TechStack ® Podcast, Francois du Toit chats with Adam Owen. Here they discuss; the ever-evolving landscape of financial planning, the increasing role of AI in content production and the importance of mindful technology use. Discover the NextGen Planners TechStack ® 👉 nextgenplanners.co.uk/tech-stack…

1
DFM Dynamics with Peter Clark 41:34

3M ago41:34

41:34

In this episode of the NextGen Planners Podcast Amelia talks with the CEO of Bentley Reid, Peter Clark. Here they discuss; the DFM landscape right now, the evolution of client expectations and the role of technology. Join our community: www.nextgenplanners.co.uk

1
Leveraging AI for Business Success: Insights from AI expert Verena Weber 37:32

3M ago37:32

37:32

In this episode of the NextGen Planners TechStack ® Podcast, Adam Carolan chats with Verena Weber, an accomplished consultant with a rich background in statistics and artificial intelligence. Here they talk about the role of AI agents and large language models, the potential of Microsoft's Copilot technology and the balance between human oversight …

1
Future-Proofing Financial Planning with Fintech Expert Jason Pereira 40:05

3M ago40:05

40:05

In this episode of the NextGen Planners TechStack ® Podcast, Adam Carolan chats with Jason Pereira, a visionary in financial planning, regulation, and fintech advocacy in Canada. Here they chat about technological innovations reshaping the financial planning landscape, the potential of artificial intelligence, and the importance of clean, rich data…

1
Embracing ESG in Investing with Clémence Chatelin 42:04

3M ago42:04

42:04

In this episode Amelia chats with Clémence Chatelin, ESG Integration Manager at CCLA. Here they discuss, the development of the ESG landscape, integrating ESG in investing and what's on the horizon. There were a few connection difficulties but the discussion is so interesting you won't want to miss it. Join our community: www.nextgenplanners.co.uk…

1
Predicting the future of technology in financial planning with Roger Portnoy 44:41

3M ago44:41

44:41

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 c…

1
Dr. Angela Rasmussen 1:02:39

3M ago1:02:39

1:02:39

Jason, Patrick, and Sara chat with Dr. Angela Rasmussen about her experience with the media during the COVID-19 pandemic.

1
Out-of-this-world Virtual Client Interactions with Panos Leledakis 36:02

3M ago36:02

36:02

In this episode of the NextGen Planners TechStack ® Podcast, Francois Du Toit chats with Panos Leledakis, a pioneer in leveraging technology to transform the financial planning and insurance industry. Here they discuss the evolving landscape of technology, the power of AI in content creation and client engagement, and the importance of embracing a …

1
Paraplanning: Past, Present and Future with Rebecca Tuck 42:12

4M ago42:12

42:12

In this episode Amelia chats with Rebecca Tuck, Financial Planning Operations Manager at Paradigm Norton. Here they talk about the evolution of paraplanning, what the future of paraplanning looks like and what changes need to be made. Join our community: www.nextgenplanners.co.uk

1
Transforming the Future of Financial Planning with Chris Davies 31:57

4M ago31:57

31:57

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 cha…

1
Balancing Science and Art in Financial Planning with Gary Winslow 32:13

4M ago32:13

32:13

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 int…

1
Data Driven Decisions with Jen Lothian 43:15

4M ago43:15

43:15

In this episode of the NextGen Planners Podcast Amelia chats with Jen Lothian CEO and Co-Founder of My Ark. Here they talk about the importance of acquiring the right data, the necessity of seeing data in context and how tech that can help with this. Join our community: www.nextgenplanners.co.uk

1
From AI to Client Portals with Danni Le Grande 32:49

4M ago32:49

32:49

In this episode of the NextGen Planners TechStack ® Podcast, Adam Carolan chats with Head of Consulting at Finura Group Danni Le Grande Here they discuss; the integration of advanced technology in advice platforms, the burgeoning use of client portals for improved cybersecurity, and the challenges and opportunities presented by technology. Discover…

1
Tech-Driven Efficiency with George Cooper 46:37

4M ago46:37

46:37

In this episode of the NextGen Planners Podcast Amelia talks with Founder of Advice Flow, George Cooper. Here they talk about; demystifying the tech landscape, optimising work flows and what automation can do for advisers. Join our community: www.nextgenplanners.co.uk

1
Putting advice in the palm of the client with John Mason 34:54

4M ago34:54

34:54

In this episode of the NextGen Planners TechStack ® Podcast, Francois Du Toit chats with John Mason from Dynamic Planner. Here they discuss; the integration of technology in financial planning, the importance of technology in succession planning within financial advice firms and the ongoing need for human elements in financial planning. Discover th…

1
People, Purpose and Progress with Harriet Davis 41:05

4M ago41:05

41:05

In this episode of the NextGen Planners Podcast Amelia talks with founder of Evolve, Harriet Davis. Here they talk about; where you are going wrong with job descriptions, how to manage a team through times of change and how to promote growth. Join our community: www.nextgenplanners.co.uk

1
Science & Art: Buckets of Failures 1:13:30

5M ago1:13:30

1:13:30

Jason, Patrick, and Sara chat with Dr. Bryan Welm of the Huntsman Cancer Institute at the University of Utah. Dr. Welm is faculty in the Department of Surgery at the University of Utah. He studies breast cancer and is also a metal sculptor who creates science art. Bryan Welm’s website: https://www.bryanwelm.com/ Kimball Art Center, Park City, UT: h…

1
Investing Smarter with AI with Chris Shuba 33:11

5M ago33:11

33:11

In this episode of the NextGen Planners TechStack ® Podcast, Adam Carolan chats with Chris Shuba from Helios. Here they discuss; how Helios uses AI to create customised investment portfolios, the benefits it can offer financial planners and the challenges and opportunities of using AI in investment management across different regulatory environment…

1
Solving Life Admin with Fraser Stewart and Gary Stewart 53:19

5M ago53:19

53:19

In this episode of the NextGen Planners Podcast Dan talks to co-founders of Lyfeguard, Fraser Stewart and Gary Stewart. Here they discus the importance of good organisation, working with a digital-first generation and the role of integrations. Join our community: www.nextgenplanners.co.uk

1
The Human Core of Financial Tech with Neil Parker 33:55

5M ago33:55

33:55

In this episode of the NextGen Planners TechStack ® Podcast, Francois Du Toit chats with Neil Parker from PlanHappy Services. In this conversation they talk about, the evolution of financial tech over the past decade, the gaps in traditional financial software and the importance of customisation. Discover the NextGen Planners TechStack ® 👉 nextgenp…

1
How finance pros can utilise TikTok with Tom Parkinson 49:14

5M ago49:14

49:14

In this episode of the NextGen Planners Podcast Dan Graham chats with Chartered Financial Planner Tom Parkinson from Heritage Investments. Here they talk about utilising social media, the importance of a personal brand and the process of getting chartered. Join our community: www.nextgenplanners.co.uk…

1
How AI could help financial planners access different markets with Alan Gurung 28:01

5M ago28:01

28:01

In this episode of the NextGen Planners TechStack ® Podcast, Adam Carolan talks with Advisory AI Co founder Alan Gurung. . In this conversation they talk about, how to scale paraplanning in firms using AI, how AI can help with the mundane admin tasks and what it will mean for advisers in the near future. Discover the NextGen Planners TechStack ® 👉 …

1
Episode #60 - Retained List 2024! 1:02:29

5M ago1:02:29

1:02:29

Jason, Tim and Alex are back to spend as little as time as possible talking about City's performances since the last podcast, put this year into the memory hole, and move on to seasons new! After going position by position through the squad, they finish by answering your questions, potential new signings and Ash Taylor and Vadaine Oliver as a futur…

1
The Power of Productivity with Matt Jeffery 36:31

5M ago36:31

36:31

In this episode of the NextGen Planners Podcast Amelis chats to Senior Manager at Alpha Matt Jeffery. Here they discussed some easy wins in terms of productivity, how tech fits into this and the specifics around client segmentation. Join our community: www.nextgenplanners.co.uk

1
Tech-Human Synergy with Derek Gardiner 37:48

5M ago37:48

37:48

In this episode of the NextGen Planners TechStack ® Podcast, Francois Du Toit chats with Derek Gardiner CTO of Commotion. In this conversation they talk all about significant changes brought about by technology, strategies for businesses to adapt to technological advancements and the concept of building a "network of trust". Discover the NextGen Pl…

1
Digital Progress on the Provider Side with Anthony Rafferty 32:48

5M ago32:48

32:48

In this episode of the NextGen Planners TechStack ® Podcast, Adam Carolan chats with Anthony Rafferty, CEO of Origo. In this conversation they talk all about exciting developments in the fintech space, creating solutions to financial planners problems and the future of finance. Discover the NextGen Planners TechStack ® 👉 nextgenplanners.co.uk/tech-…

1
The One with Conor McDermott-Mostowy 33:54

5M ago33:54

33:54

When it comes to the ice, Conor McDermott-Mostowy is fast – like, really fast! A national speed-skating champion and a member of US Speedskating who has won medals across the world, the American knows all about what it takes to compete at the top-level – and how to do it while balancing his sport with a university degree. Conor came out publicly in…

1
Guiding through Grief with Lou Gladwell and Colin Low 46:26

6M ago46:26

46:26

In this episode of the NextGen Planners Podcast Amelia chats with Lou Gladwell and Colin Low from Kingsfleet Wealth. Here they reflect on the last two years, during which Lou lost her husband Gary, who also worked at Kingsfleet. The conversation offers an in-depth look into how a company can cope with an extremely sad and unexpected crisis, and wha…

1
The One with Nick Ransom 33:42

6M ago33:42

33:42

You may well have seen Nick Ransom reporting on Sky, ITV, BBC and plenty of other outlets – covering everything from the footballing stories of Afghan refugees to LGBTQ+ representation in the media. He’s also worked as a producer, bringing together content for events like the Tokyo Olympics and Paralympics, Wimbledon, the Euros and more – basically…

1
Harnessing Technology for Better Financial Planning with Vincent Heys 37:05

6M ago37:05

37:05

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…

1
The One with John Reavey 36:55

6M ago36:55

36:55

Big games deserve the big build – and that’s what John Reavey does when it comes to the Premier League. The director and creative producer is responsible for some of the video packages that you’ve seen hyping a number of the beautiful game’s massive matches – including the Manchester Derby and the start of the new season. It’s not just there that y…

1
Examining the early practical uses of microsoft copilot and how paraplaning could evolve with Katie Cirjack 26:29

6M ago26:29

26:29

In this episode of the NextGen Planners TechStack ® Podcast, Adam Carolan chats with Katie Cirjak from Scale Up Paraplanning in Australia. In this conversation they talk all about early practical uses of Microsoft Copilot, the benefits of creating GPTs and the evolving role of paraplanners. Discover the NextGen Planners TechStack ® 👉 nextgenplanner…

1
The One with Samantha Stewart 37:26

6M ago37:26

37:26

We feature professional wrestling on the podcast a lot – but this is only the second time that we’re speaking to someone from the world of freestyle wrestling. And honestly, what better way to do it than with Samantha Stewart?! The Canadian is a multiple-time medallist and a Pan-American champion who has been involved in the sport for more than twe…

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