Hosted by Adam Posner, where he interviews top experts, entrepreneurs and thought leaders from the world of Entrepreneurship, Talent Acquisition, Personal Growth and other world-class amazing humans on 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 Founder and Managing Director @ NHP Talent Gr ...
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A tartalmat a NextGen Planners biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a NextGen Planners vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.player.fm/legal.
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Navigating today's global economy and deciphering investment choices can be an intricate endeavor. The influx of opinions and ever-shifting financial data adds to the challenge. For those committed to success, staying informed through market education and unbiased guidance is paramount. This realization has led an increasing number of individuals to integrate KPP Financial's 'InvestTalk' radio program and podcast into their investment strategies. InvestTalk, a daily program, delves into a ra ...
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How Saturn are Transforming Meeting Notes with Rohit Vaish and Amal Jolly
Manage episode 399681520 series 2950105
A tartalmat a NextGen Planners biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a NextGen Planners vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.player.fm/legal.
In the VERY FIRST episode of the NextGen Planners TechStack ® Podcast, Adam Carolan chats with Rohit Vaish and Amal Jolly from Saturn AI 🤖
For our first conversation, we’re discussing how meeting notes have progressed over the years, and how AI is shaping the ability to get better meeting notes from clients. The end result is that financial planners have more time to focus on social cues and great conversations with their clients, whilst technology deals with the admin.
Rohit & Amal are building something very cool in the world of financial planning at the moment. Their tool is aiming to automate back office operations and compliance for financial advisers using data and AI.
Find out more about them 👉 heysaturn.com
Discover the NextGen Planners TechStack ® 👉 nextgenplanners.co.uk/tech-stack
248 epizódok
Megosztás
Manage episode 399681520 series 2950105
A tartalmat a NextGen Planners biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a NextGen Planners vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.player.fm/legal.
In the VERY FIRST episode of the NextGen Planners TechStack ® Podcast, Adam Carolan chats with Rohit Vaish and Amal Jolly from Saturn AI 🤖
For our first conversation, we’re discussing how meeting notes have progressed over the years, and how AI is shaping the ability to get better meeting notes from clients. The end result is that financial planners have more time to focus on social cues and great conversations with their clients, whilst technology deals with the admin.
Rohit & Amal are building something very cool in the world of financial planning at the moment. Their tool is aiming to automate back office operations and compliance for financial advisers using data and AI.
Find out more about them 👉 heysaturn.com
Discover the NextGen Planners TechStack ® 👉 nextgenplanners.co.uk/tech-stack
248 epizódok
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Hasonló a(z) NextGen Planners sorozathoz
Hosted by Adam Posner, where he interviews top experts, entrepreneurs and thought leaders from the world of Entrepreneurship, Talent Acquisition, Personal Growth and other world-class amazing humans on 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 Founder and Managing Director @ NHP Talent Gr ...
…
continue reading
Navigating today's global economy and deciphering investment choices can be an intricate endeavor. The influx of opinions and ever-shifting financial data adds to the challenge. For those committed to success, staying informed through market education and unbiased guidance is paramount. This realization has led an increasing number of individuals to integrate KPP Financial's 'InvestTalk' radio program and podcast into their investment strategies. InvestTalk, a daily program, delves into a ra ...
…
continue reading
Welcome to an exciting new season of the podcast Your Career: Choice or Chance? - as we dive into the ever-evolving world of GenAI in the Workplace and explore the latest trends, experiences, and career journeys shaping the future of work as AI is increasingly ingrained in it. Each episode provides fresh insights, addressing the transformative influence of GenAI in shaping the workforce of tomorrow, making it a must-listen for anyone interested in staying ahead in the ever-evolving world of ...
…
continue reading
Hosts Isaac Butler, Ronald Young Jr., and June Thomas interview creative people about how they write, compose, paint, and more.
…
continue reading
1
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 ...
…
continue reading
An archive of each full weekday episode of the award-winning program presented by Bruce Whitfield.
…
continue reading
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.
…
continue reading
The Partnership Economy explores the power of partnerships through candid conversations and stories with industry leaders. Our hosts, David A. Yovanno, CEO and Todd Crawford, Co-founder, of impact.com, unpack the future of partnerships as a lever for scale and an opportunity to put the consumer first.
…
continue reading
How will countries around the world cope with persistent inflation and high borrowing costs? Are central bankers helping to abate the cost-of-living crisis or are they moving us all closer to recession? On Stephanomics, a podcast hosted by Bloomberg Economics head Stephanie Flanders—the former BBC economics editor and chief market strategist for Europe at JPMorgan Asset Management—we combine reports from Bloomberg journalists around the world and conversations with internationally respected ...
…
continue reading
The Village Global podcast takes you inside the world of venture capital and technology, featuring enlightening interviews with entrepreneurs, investors and tech industry leaders. Learn more at www.villageglobal.vc.
…
continue reading
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