logo
episode-header-image
Oct 29
32m 39s

The future of AI, efficiency and client ...

MOMENTUM MEDIA
About this episode

In the latest episode of The ifa Show, MLC Expand CEO Liz McCarthy and Shadforth Financial Group CEO Terry Dillon join host Keith Ford to discuss the transformative role of AI in financial advice and how AI tools are being implemented to drive efficiency.

With advice firms looking for greater automation of routine administrative tasks, AI is set to reshape the advice profession's approach to client service and business growth.

Tune in to hear:

  • How MLC Expand and Shadforth are responding to the need for greater efficiency through AI tools.
  • Why rigorous governance and privacy protocols to ensure data security and accuracy are so vital.
  • The crucial role of AI in expanding client service capacity, improving financial literacy, and addressing the broader advice gap in the market.
Up next
Nov 12
Mapping the emotional journey: How advisers can build trust with clients
In the latest episode of The ifa Show, Dr Ben Neilson, adjunct professor at Central Queensland University and adviser at Complete Wealth, and Shelley Labartolo, client service officer at Complete Wealth, join host Keith Ford to break down their research on the stages of client em ... Show More
45m 35s
Nov 5
Reimagining financial advice: Breaking down the Actuaries Institute's HGA framework
In the latest episode of The ifa Show, Andrew Gale and Stephen Huppert from the Actuaries Institute's Help, Guidance and Advice Working Group joins host Keith Ford to take a deep dive into the recently released framework to address the complexities of financial advice in Australi ... Show More
48m 50s
Oct 15
Breaking down the new $3m super tax with Aaron Dunn
In this crossover episode of The ifa Show, host Keith Ford is joined by The SMSF Adviser Show co-host Aaron Dunn to unpack the changes from the initial proposal to the current version released this week. The discussion emphasises that while the major concerns of taxing unrealised ... Show More
46m 28s
Recommended Episodes
Dec 2022
What is Really Going on with ESG ft Sandra Vera-Munoz
What is happening regarding ESG (Environmental Safety & Governance)?  In this episode, we decided to go to one of the leading research institutes on ESG and speak with Dr. Sandra Vera-Munoz.  This award-winning professor has been consistently recognized and published in respected ... Show More
36m 42s
Jul 2024
The Tax Factor – Episode 47 - A new Prime Minister, a new Chancellor and a new Government - so what now?
A special post-Election episode recorded the morning of 5 July. Nimesh Shah and Heather Self share their post-Election analysis and discuss the potential implications of the new Government's policies.See omnystudio.com/listener for privacy information. 
25m 33s
Jul 2024
Where are we one year on from consumer duty?
<p>Amy Austin, News Editor at FTAdviser, discusses how the industry has found consumer duty a year after it was introduced with Mark Pittaccio, business consultant and behavioural economist at Quilter Financial Planning, Dan Scholey, COO of Moneyhub and Victor Sacks, IFA at VS As ... Show More
41m 55s
May 2023
Office Hours: What’s Going On in the Retail Sector, The Future of AI-driven Mental Health Care, and How Can I Help My Child to Become a Great Storyteller?
Scott gives his thoughts on the current state of the retail industry, specifically how they can reevaluate their investments in technology. He then speaks about how AI is impacting the mental health space. He wraps up with a discussion on storytelling. Music: https://www.davidcut ... Show More
23m 26s
Aug 9
173. Prof Emily Oster on Good Data, Bad Data, and the Truth About Parenting in High-Stress Careers
<p><a target="_blank" href="https://www.buzzsprout.com/twilio/text_messages/2159526/open_sms">Send us a text</a></p><p>In this episode of The Wall Street Skinny, Kristen and Jen sit down with Professor Emily Oster, a Harvard-educated economist with a PhD and a faculty position at ... Show More
1h 31m
Nov 2022
Let’s chat… dropping the 2.1 entry requirement and top tips for applications - S3:E2
Cathy Baxter, Head of Early Careers, joins our hosts Scott and Charlotte in the studio to discuss the removal of the 2.1 entry requirement from our graduate roles. Cathy talks us through the reasoning behind the removal of the 2.1, including how we’re levelling the playing field ... Show More
15m 18s
Mar 2024
The Tax Factor – Episode 31 - Budget Fallout, Rogue advisors, the Government Gateway replacement and HMRC’s crypto consultation
<p>This week Rob Goodley and Rehanna Earle look at the fallout from the Spring Budget and wonder if the Government really wants to make the non-dom changes or just leave a bit of a mess for a new Government to fix.</p> <p>HMRC have launched a consultation to attempt to clamp down ... Show More
14m 4s
Feb 2025
Ep.359: The Private Practice Revolution: Why New Grads Are Thinking Differently
Brian Gallagher reflects on his experience at APTA’s CSM conference in Houston, sharing insights on the new generation of physical therapists and the evolving landscape of private practice. In this episode, he breaks down the key business models available to PTs, the importance o ... Show More
29m 20s
Jul 2024
The Pre-Test Practitioners: Jon Evans, System1 & Pedr Howard, IPSOS
<p>Today it&apos;s voices of the research industry on why they feel pre-testing is useful. Some strong, supportive points are made and some glaring gaps are identified. I hope the conversation is helpful for those considering what&apos;s right for their campaigns. My advice? Ask ... Show More
55m 20s
Listen to millions of songs and podcasts on Anghami