{"podcast":{"title":"Basis Points","slug":"basis-points-7236245","podcast_index_feed_id":7236245,"rss_url":"https://feeds.acast.com/public/shows/67bbf55519249d0c1a4bb224","website_url":"https://shows.acast.com/basis-points","image_url":"https://assets.pippa.io/shows/67bbf55519249d0c1a4bb224/1773125914423-3bb69816-d830-4ee3-bfb4-98891fc28829.jpeg","author":"Equity Mates Media","episode_count":57,"summary":"Small improvements, compounded. That is the power of basis points. From Equity Mates Media, Basis Points is a show for Australian financial advisers. Together, let's find small improvements that compound into big outcomes. Hosted on Acast. See acast.com/privacy for more information.","last_synced_at":"2026-07-15T08:18:10.126199+00:00","page_url":"https://stenobird.com/podcast/basis-points-7236245"},"episode":{"title":"He interviewed 800 advisers around the world. Here's the one thing they all got wrong","slug":"he-interviewed-800-advisers-around-the-world-here-s-the-one-thing-they-all-got-wrong","published_at":"2026-05-05T19:01:00+00:00","page_url":"https://stenobird.com/podcast/basis-points-7236245/he-interviewed-800-advisers-around-the-world-here-s-the-one-thing-they-all-got-wrong","show_page_url":"https://stenobird.com/podcast/basis-points-7236245","url":"https://shows.acast.com/basis-points/episodes/shak-lala","audio_url":"https://sphinx.acast.com/p/open/s/67bbf55519249d0c1a4bb224/e/69f937781582c45b247511a1/media.mp3","summary":"Today’s guest interviewed 800 financial advisers across the world, over the past 2 years. They all described experiencing the same problem; 80% of their time is spent on admin, just 20% talking to clients. It’s an advice efficiency problem. One that our guest is endeavouring solve with AI. Shak Lala is the co-founder of Marloo, an AI powered tech platform built for financial advisers. In this episode 00:00:00 Adviser Crisis And AI Opportunity 00:02:00 AI Trends And Adviser Impact 00:06:30 Structural Problems In Advice 00:11:00 Building Marloo And Key Pain Points 00:16:30 Compliance And Advice Evolution 00:22:00 AI Adoption And Workflow Changes 00:27:30 Scaling Advice And Future Vision This episode was recorded on April 21st 2026 ——— CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz here to claim your points. 0.5 Total Hours Knowledge Requirements: Managed Investments (0.50 hour) Legislated CPD Area: Technical Competence (0.50 hour) ——— This episode has been sponsored by Marloo. Try Marloo for free here ! ——— Want more Basis Points? Sign up to the  Basis Points email Join the conversation  on LinkedIn Watch all episodes in full and relive some of our favourite clips  on YouTube ——— Basis Points is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Fi…","meta_description":"Today’s guest interviewed 800 financial advisers across the world, over the past 2 years. They all described experiencing the same problem; 80% of their t…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1874,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/basis-points-7236245/episodes/he-interviewed-800-advisers-around-the-world-here-s-the-one-thing-they-all-got-wrong/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/basis-points-7236245/he-interviewed-800-advisers-around-the-world-here-s-the-one-thing-they-all-got-wrong.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}