In this episode of The Financial Planning Club Podcast, Lewis sits down with Claudia Clark from Saturn to unpack one of the biggest challenges facing advice firms right now… operational efficiency.

Claudia brings a fresh perspective from both discretionary fund management and the fast-moving AI and tech space, working closely with over 700 advice firms to understand what's really slowing them down.

This isn't a conversation about chasing shiny new tech. It's about getting clear on your process, fixing the real bottlenecks, and using technology properly to enhance both your business and your client experience.

Lewis and Claudia dive into what's actually happening inside advice firms day-to-day, where most are getting stuck, and how small changes can unlock serious capacity.

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