I bring innovation and simplicity to advice
Across this three-part series, I've sought to help move the conversation in our profession around AI from a tool for our own efficiency. To do a complete 180°, shifting focus from how advisers use AI …
Continue Reading about The future of AI for advisers | Part 3: Evolve to escape extinction →
Spoiler warning: This article discusses plot details from Aliens, Her, and Blade Runner 2049. If you haven't seen them already, they're not necessary for this article, but strongly recommended to …
Continue Reading about The future of AI for advisers | Part 2: From sci-fi to reality →
Spoiler warning: This article discusses plot details from Aliens, Her, and Blade Runner 2049. If you haven't seen them already, they're not necessary for this article, but strongly recommended to …
Continue Reading about The future of AI for advisers | Part 1: Lessons from science fiction →
In this blog, I'm going to do something different. I'll get a little personal before dropping the insight bombs for your practice, you've come to know and love. A rare personal tale (and why I …
Whilst we’re big fans of small incremental changes (that’s what the Kaizen management philosophy is all about after all), often we kick off our work on a financial advice business with transformative …
Continue Reading about Beyond the Comfort Zone: High Performers confronting change and automation →
In a sea of financial advice firms, where every firm seems to be casting the widest net possible, it's easy to believe that appealing to everyone is the key to success. Spoiler alert: it's not. In …
