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…
Sponsors
Marloo
More episodes of Basis Points
- War, rebounds & rate hikes: Why you shouldn’t go all-in on Equities
- What 17 years in the Navy taught this adviser about money
- Evidentia’s Jo Cornwell: How to pick winning funds (and avoid blow-ups)
- How this adviser built a $600m business in less than a decade
- The woman deploying $15bn into Australia’s future: Quantum computing, space & defence
- Why inheriting a fortune can tear a family apart - and how to stop it
Explore listener stats, chart rankings, contacts and more on the Basis Points podcast page.