Financial Planner Life Podcast

← Financial Planner Life Podcastvor 4 Tagen · 59 Min.

The Broken Financial Advice Process: Who’s to Blame? | Derek Smith, Aberdeen Adviser

The Broken Financial Advice Process: Who’s to Blame? | Derek Smith, Aberdeen Adviservor 4 Tagen59 Min.

Find out more about Aberdeen Adviser: https://fpl.partners/aberdeen-adviser Connect with Derek Smith on LinkedIn: https://www.linkedin.com/in/derek-smith-b687721/ Why does the financial advice process still take seven systems and seven hours? Derek Smith, Chief Product & Technology Officer at Aberdeen Adviser, joins Sam Oakes on Financial Planner Life to explain what is broken for UK financial advisers and financial planners, who is to blame, and how AI could fix it. A financial adviser ...