Is technology making things simpler or more complex for financial advisors with Adam Owen

PROpulsion LIVE

In this insightful and challenging episode of our series, we sit down with Adam Owen, the Head of Content at NextGen Planners, to dissect the complexities and simplicities of the future in financial advisory. As we delve into the topic "IS THE FUTURE SIMPLE OR NOT?", Adam shares his invaluable insights gained from years of experience.
This episode peels back the layers of AI's influence on productivity and content creation, revealing a landscape where speed often trumps depth. We probe the question of whether our relentless pursuit of newness could be eroding the pillars of deep learning and if educational institutions might soon be antiquated relics. Listen as we reflect on the critical task of managing the deluge of data with intentionality, preserving the essence of quality in an age where AI-driven productivity is the new norm.
Our candid conversation then takes a turn into the realm of client relationships within financial planning, under the looming shadow of AI's capabilities. Adam shares invaluable insights on the distinction between bombarding clients with AI-generated content and truly connecting with their unique needs. We unravel the potential for AI to simulate empathy and adamantly argue for the irreplaceable power of authentic human interactions. Wrapping up, we examine how businesses can thoughtfully harness technology to streamline operations, strategically grow, and keep a personal touch alive in a landscape increasingly dominated by automation.
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---- Adam Owen ----
Adam on LinkedIn: https://www.linkedin.com/in/askadamowen/
---- PROpulsion Tech ----
Bringing everything tech to the financial planning profession.
9, 11, and 16 April 2024.
All the info: https://www.propulsion.co.za/propulsi...
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Chapters

1. Is technology making things simpler or more complex for financial advisors with Adam Owen (00:00:00)

2. Technology's Impact on Financial Planning (00:00:02)

3. AI Technology Impacts and Concerns (00:07:08)

4. Future of AI in Financial Planning (00:12:18)

5. Technology's Impact on Business Operations (00:24:06)