S9E2 AI v VA

Challenge the Standard in Financial Advice · Oct 1, 2026 · 1h 5m

UPDATE - CPD points are back!!

CPD For this Episode: https://quiz.ensombl.com/CHAL-26100804-20560001

Thanks again to the team at CPD Check for letting us publish our episodes using their AI-CPD certifying engine. Check out Clayton's episode on the pod for more info.

Putting aside their avowed determination to stop talking about AI, this week Jordan and Nathan explore the growing role AI is playing in adviser businesses. The rapid escalation of AI's position in advice reminds them both of the way hiring Virtual Assistants (VAs) took off in the mid 2010s.

They're particularly interested in the…