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1 LIVE: Before the Chorus & Open Folk Present: In These Lines feat. Gaby Moreno, Lily Kershaw & James Spaite 33:58
Leveraging AI for Business Success: Insights from AI expert Verena Weber
Manage episode 424386568 series 2950105
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 and AI automation, particularly in regulated sectors like finance.
Discover the NextGen Planners TechStack ® 👉 nextgenplanners.co.uk/tech-stack
282 episodes
Manage episode 424386568 series 2950105
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 and AI automation, particularly in regulated sectors like finance.
Discover the NextGen Planners TechStack ® 👉 nextgenplanners.co.uk/tech-stack
282 episodes
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1 Business Benefits of Inclusion with Charlotte Phillips-Lynn 32:32

1 State of the Adviser Nation with Steve Nelson 48:43

1 The 'Secret' about Manifesting with Jon Dunckley 39:43

1 Why 50% of Women Aren't Investing in Their Future with Elisabeth Prager 58:30

1 Two-Thirds of Advisers Are Unhappy With Their Providers with Ash Weston 37:48

1 95% of advisers are making this pricing mistake with Karl Dines 46:05

1 Why Taylor Outsources Paraplanning with Hannah Wynick 37:32







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1 Building an evidence-based business with Jonathon Jay 34:34

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

1 Building better client experience with Dan Graham 42:13

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




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


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

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

1 Embracing ESG in Investing with Clémence Chatelin 42:04

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

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

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

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

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


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


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

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

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

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

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

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1 Turning 40 and Turning Points with Darren Day 43:07

1 A Futurist's Perspective on Finance and Technology with Charlotte Kemp 33:39


1 Predicting the Future of Financial Planning with Doug Fritz 29:00


1 Hyper-Personalisation and Efficiency through AI with Alex Gassner 35:43


1 Navigating the Digital Wave with David Davies 34:01




1 The Impact of Storytelling with Charlie French 36:11

1 From Buyouts to Breakthroughs with James Thompson 49:51

1 Creating Ambassadors for Your Brand with Diana Cabrices 49:16

1 Wading Through The Sludge with Dr Moira Somers 51:43


1 Why We Need a New Approach to Money with Chris Budd 38:13

1 This Time It's Personal (Branding) with Isobel Cowell 50:36

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