The Trusted Adviser podcast features in-depth conversations with leading financial planners who share their insights, experiences, and strategies for building successful businesses. Each episode dives into the challenges and triumphs of running a financial planning practice, offering listeners practical advice and inspiration from industry experts.
All content for The Trusted Adviser is the property of Rob Pyne and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
The Trusted Adviser podcast features in-depth conversations with leading financial planners who share their insights, experiences, and strategies for building successful businesses. Each episode dives into the challenges and triumphs of running a financial planning practice, offering listeners practical advice and inspiration from industry experts.
AI Advances in Financial Advice with Nick Downey and Sam Patterson from Direct Wealth
The Trusted Adviser
49 minutes 48 seconds
8 months ago
AI Advances in Financial Advice with Nick Downey and Sam Patterson from Direct Wealth
In this episode of The Trusted Adviser, host Rob Pyne sits down with Nick Downey and Sam Patterson from Direct Wealth to discuss the transformative role of artificial intelligence (AI) in the financial planning industry. As leaders at the forefront of AI adoption, Nick and Sam share how Direct Wealth leverages AI to enhance efficiency, scale advice delivery, and personalise client interactions like never before.
The conversation dives deep into AI's potential to revolutionise workflows, address inefficiencies, and elevate the financial planning profession by augmenting—not replacing—advisers. From real-life applications to philosophical insights about the future of work, this episode offers a masterclass on integrating technology with human expertise to deliver better outcomes for clients and businesses alike.
The Trusted Adviser
The Trusted Adviser podcast features in-depth conversations with leading financial planners who share their insights, experiences, and strategies for building successful businesses. Each episode dives into the challenges and triumphs of running a financial planning practice, offering listeners practical advice and inspiration from industry experts.
