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The Broken Financial Advice Process: Who’s to Blame? | Derek Smith, Aberdeen Adviser
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Why does the financial advice process still take seven systems and seven hours? Derek Smith, Chief Product & Technology Officer at Aberdeen Adviser, joins Sam Oakes on Financial Planner Life to explain what is broken for UK financial advisers and financial planners, who is to blame, and how AI could fix it.
A financial adviser finishes a client meeting and then starts typing. The same details go into seven different systems, and…
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