AI Advances in Financial Advice with Nick Downey and Sam Patterson from Direct Wealth
In this episode of The Trusted Adviser, host Rob Pyne sits down with Nick Downey and Sam Patterson from Direct Wealth to discuss the transformative role of artificial intelligence (AI) in the financial planning industry. As leaders at the forefront of AI adoption, Nick and Sam share how Direct Wealth leverages AI to enhance efficiency, scale advice delivery, and personalise client interactions like never before.
The conversation dives deep into AI's potential to revolutionise workflows, address inefficiencies, and elevate the financial planning profession by augmenting—not replacing—advisers…
The skinny
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