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