UncommonCents Episode 91: Navigating Retirement, Technology, and AI in Financial Advice

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UncommonCents

Dean Holmes & Craig Kouimanis

96 episodes

3 days ago

Craig Kouimanis - Head of Paragem Dean Holmes - TWN Partners The role of licensees, coaching, mentoring, and business advice is changing. Participate in a fortnightly discussion about the financial planning industry's challenges and opportunities. This is a great opportunity to hear from industry leaders who are providing services to Financial Planning firms.

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UncommonCents Episode 91: Navigating Retirement, Technology, and AI in Financial Advice

UncommonCents

19 minutes 30 seconds

1 month ago

UncommonCents Episode 91: Navigating Retirement, Technology, and AI in Financial Advice

Dean Holmes shares insights from the Count Conference, covering Australia’s $94B wealth transfer, estate planning, adviser-led super solutions, and the role of tech and AI in advice.

Key topics:

Australia's retiring population & $94B wealth transfer
Estate planning & 36-month client reviews
Adviser-led super vs industry funds
Documented investment philosophy
AI, automation & change management