A Financial Adviser Built AI That Replaced His Job for £149 a Month

About this episode

Sam Oakes interviews Max Anderson about how AI is changing the financial advising industry and the creation of Wealth Space.

How can financial advisers use AI to grow their business without hiring more staff? Book Free Demo of Wealth Space - Here In this episode of Financial Planner Life, Sam Oakes sits down with Max Anderson, former financial planner and founder of Wealth Space, to explore how artificial intelligence is transforming the day-to-day reality of running an advice firm. Max built Wealth Space after experiencing the same challenge most advisers face today: capacity. Advice firms are not short of demand....

People in this episode

Host: Sam Oakes

Guest: Max Anderson

Topics covered

• artificial intelligence
• financial advising
• business growth
• capacity management
• technology in finance

Keywords

• financial adviser
• AI
• Wealth Space
• business growth
• advice firm

Mentioned in this episode

Organizations: Wealth Space

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