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Embracing Change: Tech in Financial Services: Shauna Mullin
Learn about the challenges and opportunities that arise from integrating new technologies with legacy systems. Shauna discusses the evolution of digital tools that assist financial advisers, emphasising the importance of intuitive and easy-to-use solutions to enhance adviser-client relationships; she sheds light on how regulatory pressures and technological advancements are shaping the future of financial advice, making it more accessible and effective.
In this episode, Shauna and Pete discuss:
00:00 - Introducing Shauna Mullins
01:00 - Using tech to power-up client relationships
02:13 - What’s the approach to starting implementing new tech?
04:08 - The unusual tech landscape
05:24 - Does tech even help advisers, or is it a hindrance?
08:17 - How to keep up with tech and AI
10:18 - Decision fatigue in a crowded market
13:52 - Where are you going over the next five years?
17:12 - Metrics for success and the purpose of an adviser
19:00 - Modernising the fact find
22:46 - Intergenerational financial planning
26:18 - AUM percentage vs subscription based charging
30:00 - Bringing in new people into the industry
31:00 - What’s most exciting about he industry you’re in?
32:28 - What’s the biggest challenge to overcome?
-
www.adviceamplified.co.uk
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Follow Advice Amplified:
Instagram
TikTok
YouTube
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Follow Ningi:
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View all episodes
By Pete RidlingtonLearn about the challenges and opportunities that arise from integrating new technologies with legacy systems. Shauna discusses the evolution of digital tools that assist financial advisers, emphasising the importance of intuitive and easy-to-use solutions to enhance adviser-client relationships; she sheds light on how regulatory pressures and technological advancements are shaping the future of financial advice, making it more accessible and effective.
In this episode, Shauna and Pete discuss:
00:00 - Introducing Shauna Mullins
01:00 - Using tech to power-up client relationships
02:13 - What’s the approach to starting implementing new tech?
04:08 - The unusual tech landscape
05:24 - Does tech even help advisers, or is it a hindrance?
08:17 - How to keep up with tech and AI
10:18 - Decision fatigue in a crowded market
13:52 - Where are you going over the next five years?
17:12 - Metrics for success and the purpose of an adviser
19:00 - Modernising the fact find
22:46 - Intergenerational financial planning
26:18 - AUM percentage vs subscription based charging
30:00 - Bringing in new people into the industry
31:00 - What’s most exciting about he industry you’re in?
32:28 - What’s the biggest challenge to overcome?
-
www.adviceamplified.co.uk
-
Follow Advice Amplified:
Instagram
TikTok
YouTube
-
Follow Ningi:
LinkedIn