Less admin, more advice – AI without the hype. That’s the vision. But how do you actually get there?

In this episode, James speaks with Oren Henry, Co-Founder of AutoAdvise, about how financial advisers can use AI to reduce admin and improve client outcomes. They explore where firms are losing time, the risks of misusing ChatGPT-style tools, and what being truly ‘AI-ready’ looks like in practice.

What's Covered:

• Where advisers are losing the most time – and how to get it back
• Why process beats platform, every time
• What most miss about AI, data privacy and regulation
• What ‘AI-ready’ really looks like in advice firms

If you’re exploring AI but don’t want the fluff, this one’s for you.

Hosted on Acast. See acast.com/privacy for more information.