Episode 2 - AI, some practical considerations

The Change Curve Podcast team is delighted to welcome Piers Johnson, Managing Director at emap for this episode.  The financial advisory sector is facing a talent shortfall due to retirements and evolving career trends, prompting the launch of 'Future Financial Adviser' initiative to attract younger and second careerist professionals and enhance collaboration across the industry. With focus on outreach, digital engagement, and simplifying advice to benefit smaller firms and the profession as a whole, hear how the initiative is helping to attract new talent and their plans to open up the site for smaller firms.  This is an exciting initiative which you can find out more about at https://www.futurefinancialadviser.co.uk/.

The Change Curve Podcast is delighted to have a chat with Nick Eatock, CEO of intelliflo as the first of a series of guest podcasts.Nick, Chris Baigent-Reed and Helen Clark discuss intelliflo's market success to date, the tech revolution including AI and innovation developments within both intelliflo and the industry, how intelliflo and their partners are supporting Adviser firms including the latest FCA data requests.All Adviser firms are facing technology disruption and intelliflo are very well-placed to continue to support their customers through this journey.

This episode was recorded live at Octo Members Progressive Planning 2025 event in February 2025.  It explores why people are not embracing AI and the challenges and opportunities this presents.  This episode is also available as a video which can be found https://www.youtube.com/watch?v=k2VDK6QLmoE

Chris Pitt, Helen Clark, Chris Baigent-Reed and Paul Miles discuss the size and shape of the current Adviser Market, based on Chris Pitt's research paper, published by Jigsaw Tree which can be found https://www.jigsawtree.com/post/the-size-and-structure-of-the-ukfinancial-advice-market-2024Research found that in 2024 there were around 11,500 firms  across the industry including Directly Authorised and Appointed Representatives and around 37,000 Advisers, concluding that the market is larger than statistics reported.  The group discusses the size and current and future state of this market focusing on the potential impact of technology, consolidation and regulatory change.  It includes some interesting predictions regarding how we see the market will change over the coming years and one to watch.

Paul Miles, Chris Baigent-Reed, Chris Pitt and Helen Clark discuss the range of skills required, capabilities and practical considerations when navigating the complexity of running a modern Advice firm.  Talking through real life experiences of the strategies they are helping firms implement as well as the importance of conducting capability audits (and how to approach this) to create the right environment and culture to attract and retain the talent needed.This podcast provides lots of practical advice and tips that will help you navigate the complexities of advice firm business ownership.

Helen Clark, Chris Baigent-Reed, Paul Miles and Chris Pitt discuss the key considerations for any firm when navigating the technology needs for your business.  Talking through real life experiences and integrations providing lots of practical advice and tips that will help you navigate the complexities. In a far-ranging discussion, they bring their considerable expertise to bear to help those seeking to build and improve their tech-stacks.

Helen Clark, Chris Baigent-Reed, Paul Miles and Christopher Pitt discuss data, a very wide topic indeed.  Here they focus in on the importance of data for adviser firms, the impact of AI on data and data in the light of legislation including consumer duty. They look at the key challenges they are seeing, the considerations and solutions.  Talking through real life experiences of the data strategies they are helping firms implement and the questions firms should be asking themselves to connect technology and simplify processes to result in one source of truth.   Data is not going to become less important, it is only going to become more important. Data is already front of mind for smart businesses what are the roles and new technology essential for the business of the future. This podcast provides lots of practical advice and tips that will help you navigate the data complexities of advice firm business owners

Helen Clark, Chris Baigent-Reed, Paul Miles and Chris Pitt discuss the practical considerations for any financial services firm when navigating the rapidly evolving Artificial Intelligence landscape. Talking through real life experiences and integrations providing lots of practical advice and tips that will help you navigate the complexities.   In a far-ranging discussion, they bring their considerable expertise to bear to help those seeking to build and integrate the efficiencies that AI can bring into your tech stack. 

Coming soon on this channel, The Change Curve podcast