Episode
In conversation with Oren Henry
- Podcast
- BWD: In The Know
- Published
- Jul 2, 2025
- Duration seconds
- 3359
- Processing state
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Summary
Less admin, more advice – AI without the hype. That’s the vision. But how do you actually get there? In this episode, James speaks with Oren Henry, Co-Founder of AutoAdvise, about how financial advisers can use AI to reduce admin and improve client outcomes. They explore where firms are losing time, the risks of misusing ChatGPT-style tools, and what being truly ‘AI-ready’ looks like in practice. What's Covered: Where advisers are losing the most time – and how to get it back Why process beats platform, every time What most miss about AI, data privacy and regulation What ‘AI-ready’ really looks like in advice firms If you’re exploring AI but don’t want the fluff, this one’s for you. Hosted on Acast. See acast.com/privacy for more information.