In this episode, Sam Oakes is joined by John O’Driscoll and Wenyu Bai from St. James’s Place to explore how AI and technology are being developed to support the future of financial planning.

Discover how SJP’s 2030 vision is being built around:

• Advice Assistant: An AI-enabled tool already in production that reduces the time to produce advice packs from hours to minutes
• Chat SJP: An internal GPT-style assistant that delivers fast, accurate, compliant answers to technical questions
• Agentic AI: The concept of digital support agents acting as a virtual back office
• The Innovation Sandbox: A safe space for financial planners to test and build new tools
• A strategic focus on simplifying, streamlining and elevating the planner and client experience

This isn’t about replacing financial planners. It’s about giving them better tools, more time, and the freedom to focus on what they do best - building meaningful relationships with clients.

Whether you’re considering your future as a planner, leading a firm, or just want to understand where the profession is headed, this episode is for you.

🎧 Listen now and subscribe for weekly insights from the front lines of financial planning careers.

Be sure to follow Financial Planner life on YouTube for extra content about career development within Financial Planning.

Reach out to [email protected] in regards to sponsorship, partnerships, videography or podcast production.

Want to appear on the Financial Planner Life podcast? drop Sam a message.