Share
Best friends Joel and Matt are the co-hosts of How to Money which is all about providing the knowledge & tools that normal folks need to thrive in areas like debt payoff, DIY investing, and crucial money tricks that will provide continuous help along your journey. We believe that access to unbiased and jargon-free personal finance guidance is more necessary than ever before. When you handle your money in a purposeful, thoughtful way that works for your lifestyle, you can really start living ...
…
continue reading
Manage episode 521416095 series 2512387
Content provided by The ifa Show and Momentum Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The ifa Show and Momentum Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
In this episode of the ifa Show, Direct Wealth technology manager and Halosoft co-founder Nick Downey joins host Keith Ford to explore the real reasons many Australian financial advisers remain hesitant about AI, despite 74 per cent of practices are either using or planning to use AI.
Downey explains why this hesitation exists, why it's rational – particularly when it comes to security concerns – and how tools purpose-built for advice practices are starting to shift adviser comfort and confidence.
Tune in to hear:
- What the real barriers to AI adoption are and why it isn't about resistance to technology.
- How adviser confidence shifts quickly once they experience a high-quality, adviser-aligned AI tool firsthand.
- Why the future of advice technology is workflow-driven, client-centric, and focused on freeing advisers to do more of the human work that matters.
311 episodes
))
