The Problem with the Advice Gap - Is AI the Answer?

Are you wondering how AI can enhance your financial advice business while keeping your client data secure? Or perhaps you're unsure how to offer a service that meets the needs of all potential clients?

In this episode, we sit down with Madeleine from Otto Finance, who is at the forefront of AI for financial advisers. She shares her expert insights on how AI can streamline your processes, improve client outcomes, and—most importantly—how to ensure your data remains yours.

Madeleine’s passion and top tips will give you the confidence to explore AI without compromising control.

Got questions? Reach out to me and Annabel at www.mybeginnings.co.uk, or connect with Madeleine at www.ottofinance.io.

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!