The Future of Financial Planning - Anthony Villis

Financial Planner Life Podcast · Dec 2, 2021 · 1h 8m · transcript

This week Sam is joined by Anthony Villis, MD of First Wealth, a Chartered Financial Planning Firm of the year 2021/22. Anthony tells us why he invests so heavily in the wellbeing of his staff and why he chose to make his firm a B Corporation certified business. He explains how this has helped his staff, local community and the environment. Anthony also knows his tech; he shares some interesting views on how artificial intelligence (AI) will play its part in the financial planning profession. A very interesting chat covering many topics which we are sure you will enjoy.

We cover:

Artificial…