In this episode, host Rob Pyne is joined by Nick Downey and Sam Patterson from Direct Wealth to explore how artificial intelligence (AI) is transforming financial planning. As industry leaders pushing the boundaries of AI adoption, Nick and Sam share their insights on how AI enhances efficiency, scales advice delivery, and enables more personalised client interactions.
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Topics covered
- The current state of AI in financial planning
- Personalisation at scale
- Efficiency gains through AI
- Barriers to AI adoption in financial advice
- Future vision for AI in financial advice
- Practical advice for financial planning businesses
Show notes and transcript
For the full show notes and transcript from this episode, head to the episode page on The Trusted Adviser website here.