# In conversation with Oren Henry Page: https://stenobird.com/podcast/bwd-in-the-know-6569109/in-conversation-with-oren-henry Text version: https://stenobird.com/podcast/bwd-in-the-know-6569109/in-conversation-with-oren-henry.md Podcast: [BWD: In The Know](https://stenobird.com/podcast/bwd-in-the-know-6569109) Published: 2025-07-02T18:30:00+00:00 Episode link: https://shows.acast.com/bwd/episodes/in-conversation-with-oren-henry Audio file: https://sphinx.acast.com/p/open/s/64c8f6eb243b4a0010cb8e10/e/6864ff53cc507bdab6802000/media.mp3 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/bwd-in-the-know-6569109/episodes/in-conversation-with-oren-henry Duration seconds: 3359 ## Resource 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. ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/bwd-in-the-know-6569109/episodes/in-conversation-with-oren-henry/transcription-requests` — Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/bwd-in-the-know-6569109/in-conversation-with-oren-henry.md` — Read the agent-friendly Markdown representation of this episode resource. A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed. ## Transcript Full transcripts are not published on public pages unless there is a clear rights basis.