The Financial Planning Podcast

Gabriella Peters - Saturn AI


Listen Later

In this episode, Lewis is joined by Gabriella Peters from the partnerships team at Saturn AI. With a background in science, Big Four experience, and a sharp eye on the future of advice, Gabby shares how Saturn is transforming financial planning firms from the inside out, helping to reduce admin, embed compliance, and free up time to focus on what really matters.

From her personal career journey to actionable insight for ops directors and owner-managed firms, this one's full of practical takeaways for firms navigating growth, AI and the future of advice. Oh and a healthy dose of padel vs. paddle debate thrown in.

If you're wondering what real AI integration can look like in your firm, start here.

Connect with Lewis Byford

Connect with Gabriella Peters

Follow The Financial Planning Club

...more
View all episodesView all episodes
Download on the App Store

The Financial Planning PodcastBy Lewis Byford