AI for Advice Practices #2

In this episode, Sacha is joined by Jason Fowler, Principal of Fowler’s Group and Director of FYG Planners. They discuss implementing AI in your advice practice, including note-taking, focusing on efficiency gains, client communication, and the strategic benefits of leveraging voice recording technology to improve business processes and client interactions.

To learn more about how Fintalkr can help your business view our Solutions Showcase, available in the AdviceTech feed of Ensombl.

Recognise real-world learning as CPD.