In this episode of Talk FS, Ryan Venner sits down with Chanelle Pattinson — Associate Research Director at NextWealth, Chartered Financial Planner, fintech innovator, and host of the Her Future Bright podcast.

Chanelle shares her journey from financial advice to the world of tech and AI, giving us a unique insider view on how innovation is reshaping the future of financial services. With experience across advice, startups, product development, and research, Chanelle provides rare insight into where the industry is heading — and what advisers should be preparing for.

Together, Ryan and Chanelle explore the human element of advice, AI adoption trends, adviser tech stacks, client engagement, and the real-world challenges and opportunities presented by new technology.

Whether you're an adviser, paraplanner, business owner, or simply curious about the role of AI in professional services, this conversation is packed with valuable takeaways.

⏱️ Chapters

00:00 – Introduction

01:10 – Chanelle’s Journey from Financial Advisor to AI Innovator

06:24 – Will AI Replace Advisers?

09:48 – Human Listening vs. AI Tools

11:55 – Introducing the NextWealth AI Lab

15:23 – Ryan’s Own Tech Journey

17:51 – Implementation Challenges

20:30 – What Advisers Rate Most in Tech

22:33 – Innovation in Back-Office & New Players

25:09 – Generational & Attitude Differences

28:16 – Fear of Missing Out Driving AI Adoption

30:11 – Using AI in Everyday Life

31:24 – Chanelle’s Custom GPTs

33:15 – The Security Question

35:25 – The Future of AI

37:20 – A New Era for Advisers

38:56 – Is AI Here to Stay?

39:33 – Closing Thoughts

🔗 Connect with Chanelle:

👉 LinkedIn: https://www.linkedin.com/in/chanelle-paynter-n%C3%A9e-pattinson-b6064496/

👉 NextWealth Profile: https://nextwealth.co.uk/team-members/chanelle-pattinson/

🎙️ About Talk FS:

Talk FS brings you unfiltered conversations with influential voices across financial services — exploring innovation, careers, technology, leadership, and the future of financial advice.