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AI, Automation & Advice: Can Smarter Technology Really Elevate Your Business?
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In this tech-focused episode of Master Later Life Lending, host Will Hale is joined by Ray McCarthy (Air), Shane Chawatama (Knowledge Bank), and Andy Longhurst (Lead Tech) to explore one of the most pressing questions facing advisers today: Can smarter technology actually help deliver better client outcomes, or is it just more noise in an already busy market?
We unpack the real potential of AI and automation in advice delivery, from boosting compliance and reducing admin, to enhancing client conversations and future-proofing your business. But we also look at the challenges: Are advisers ready to adopt these tools? Does more data always mean better advice? How do we ensure technology enhances the human touch rather than replacing it?
Whether you’re tech-curious or tech-cautious, this episode offers a grounded, practical look at how smarter tools can help you work more efficiently, meet regulatory demands, and deliver more personal, high-quality advice.
Chapters
1. Introducing AI in Later Life Lending (00:00:00)
2. Overcoming Mindset Barriers to Technology (00:08:21)
3. AI as Assistant, Not Competitor (00:17:27)
4. The Power of Data in Advice (00:24:18)
5. Technology in Compliance and Risk Management (00:32:22)
6. Starting Small with AI Implementation (00:38:12)
7. Key Takeaways and Closing Thoughts (00:40:48)
27 episodes
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