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A Financial Adviser Built AI That Replaced His Job for £149 a Month | Max Anderson
How can financial advisers use AI to grow their business without hiring more staff?
Book Free Demo of Wealth Space - Here
In this episode of Financial Planner Life, Sam Oakes sits down with Max Anderson, former financial planner and founder of Wealth Space, to explore how artificial intelligence is transforming the day-to-day reality of running an advice firm.
Max built Wealth Space after experiencing the same challenge most advisers face today: capacity.
Advice firms are not short of demand. They are short of time.
Client meetings, suitability reports, compliance documentation, and…
The skinny
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