Learn about the challenges and opportunities that arise from integrating new technologies with legacy systems. Shauna discusses the evolution of digital tools that assist financial advisers, emphasising the importance of intuitive and easy-to-use solutions to enhance adviser-client relationships; she sheds light on how regulatory pressures and technological advancements are shaping the future of financial advice, making it more accessible and effective. In this episode, Shauna and Pete discuss: 00:00 - Introducing Shauna Mullins 01:00 - Using tech to power-up client relationships 02:13 - What’s the approach to starting implementing new tech? 04:08 - The unusual tech landscape 05:24 - Does tech even help advisers, or is it a hindrance? 08:17 - How to keep up with tech and AI 10:18 - Decision fatigue in a crowded market 13:52 - Where are you going over the next five years? 17:12 - Metrics for success and the purpose of an adviser 19:00 - Modernising the fact find 22:46 - Intergenerational financial planning 26:18 - AUM percentage vs subscription based charging 30:00 - Bringing in new people into the industry 31:00 - What’s most exciting about he industry you’re in? 32:28 - What’s the biggest challenge to overcome? -

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