Listen to Shauna Mullin's episode talking to Peter Ridlington FPFS about the power and the challenges of modern financial tech 💜 OUT NOW

Learn about the challenges and opportunities that arise from integrating new technologies with legacy systems. Shauna discusses the evolution of #digital tools that assist financial #advisers, emphasising the importance of intuitive and easy-to-use solutions to enhance #adviser-client relationships; she sheds light on how regulatory pressures and #technological advancements are shaping the future of #financial #advice, making it more accessible and effective.

#shorts

In this episode, Shauna and Pete discuss:
00:00 - Introducing Shauna Mullins
01:00 - Using tech to power-up client relationships
02:13 - What’s the approach to starting implementing new tech?
04:08 - The unusual tech landscape
05:24 - Does tech even help advisers, or is it a hindrance?
08:17 - How to keep up with tech and AI
10:18 - Decision fatigue in a crowded market
13:52 - Where are you going over the next five years?
17:12 - Metrics for success and the purpose of an adviser
19:00 - Modernising the fact find
22:46 - Intergenerational financial planning
26:18 - AUM percentage vs subscription based charging
30:00 - Bringing in new people into the industry
31:00 - What’s most exciting about he industry you’re in?
32:28 - What’s the biggest challenge to overcome?

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www.adviceamplified.co.uk

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