He interviewed 800 advisers around the world. Here's the one thing they all got wrong

About this episode

Shak Lala discusses the challenges faced by financial advisers and how AI can improve efficiency in their work.

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…

People in this episode

Guest: Shak Lala

Topics covered

• financial advice
• AI in finance
• adviser efficiency
• admin workload
• compliance
• workflow changes

Keywords

• financial advisers
• AI technology
• admin tasks
• client interaction
• compliance
• Marloo

Sponsors

Marloo

Mentioned in this episode

Organizations: Financial Advice Association of Australia

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