Growing or Going

How AI is changing Financial Planning

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This episode has been a while in the making but it's finally here!

I've talked about Conquest Planning several times on the podcast and today I'm finally joined by Rob Tedder, Conquest's UK Account Manager.

In this episode:

  • We take a closer look at how Conquest works
  • Discuss the benefits of using AI as a tool
  • Addressing some of the concerns people (especially compliance departments) may have with an AI assistant providing recommendations
  • Talk about the future of AI in financial planning

    • If you want to find out more about Conquest Planning (and I strongly recommend you do), you can find them here: - https://conquestplanning.com/en-gb/home.

    This is Rob's LinkedIn profile if you would like a chat: https://www.linkedin.com/in/robtedder/

    And if you want to learn how to use technology to improve your business, get in touch with us via ⁠⁠www.changesquared.com⁠⁠.


    We hope you enjoy the show!



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    Growing or GoingBy Melo