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Stuart Breyer interviews Ed Gascoigne, chartered financial planner at St James' Partnership and FLM, exploring the evolution of financial planning and how AI is changing the profession. They discuss the importance of deep empathy in understanding clients' needs and why financial planning has never been more crucial in today's world of rising taxes and longer lifespans
By SOFI aiStuart Breyer interviews Ed Gascoigne, chartered financial planner at St James' Partnership and FLM, exploring the evolution of financial planning and how AI is changing the profession. They discuss the importance of deep empathy in understanding clients' needs and why financial planning has never been more crucial in today's world of rising taxes and longer lifespans