The Problem with MI

In this episode, we dive into the challenges surrounding Management Information (MI) and how it’s often underutilised by advisers. We explore how, when used effectively, MI can become a powerful tool to drive business growth, uncover weaknesses, and improve performance. We also touch on how other industries refer to MI as “business intelligence” — and why that shift in perspective matters. Plus, we discuss the growing role of AI in transforming MI, especially under the spotlight created by the new Consumer Duty requirements.

What is The Problem With...?

The Problem With... podcast is here to challenge the everyday problems or myths we face in financial services and to provide practical solutions. Hosted by Alex and Annabel, we offer practical advice to help financial advisers to take back control of their careers. Whether you are just starting out or looking to enhance your existing business, our mission is to guide you every step of the way. Tune in and transform your advisory journey!