Insights

Insights for scaling
financial advice

Perspectives on reducing rework, improving advice delivery, and building capacity in your practice.

Rework & Efficiency

The Advice Industry Doesn't Have an AI Problem. It Has a Rework Problem.

Over the past month I travelled to Cairns, Perth, Sydney and Melbourne speaking with advisers, paraplanners, licensees and practice owners about AI and the future of financial advice. The conversations kept returning to the same issue: rework.

Nick Downey

Co-Founder & CEO

Rework & Efficiency

The Advice Industry Doesn't Have an AI Problem. It Has a Rework Problem.

Nick Downey

Co-Founder & CEO

Rework & Efficiency

The Advice Industry Doesn't Have an AI Problem. It Has a Rework Problem.

Rework & Efficiency

The Advice Industry Doesn't Have an AI Problem. It Has a Rework Problem.

AI in Advice

The Real Risk of AI in Financial Advice Isn't Hallucinations. It's False Confidence

AI in Advice

The Real Risk of AI in Financial Advice Isn't Hallucinations. It's False Confidence

Client Experience

The Art of the First Meeting: What Top Advisers Do Differently

Client Experience

The Art of the First Meeting: What Top Advisers Do Differently

Rework & Efficiency

The Hidden Cost of Rework in Financial Planning: How AI Can Eliminate It

Rework & Efficiency

The Hidden Cost of Rework in Financial Planning: How AI Can Eliminate It

AI in Advice

What Does an AI-Assisted Financial Planner in Australia Look Like?

AI in Advice

Insights for scaling
financial advice

The Advice Industry Doesn't Have an AI Problem. It Has a Rework Problem.

The Advice Industry Doesn't Have an AI Problem. It Has a Rework Problem.

The Advice Industry Doesn't Have an AI Problem. It Has a Rework Problem.

The Advice Industry Doesn't Have an AI Problem. It Has a Rework Problem.

The Real Risk of AI in Financial Advice Isn't Hallucinations. It's False Confidence

The Real Risk of AI in Financial Advice Isn't Hallucinations. It's False Confidence

The Art of the First Meeting: What Top Advisers Do Differently

The Art of the First Meeting: What Top Advisers Do Differently

The Hidden Cost of Rework in Financial Planning: How AI Can Eliminate It

The Hidden Cost of Rework in Financial Planning: How AI Can Eliminate It

What Does an AI-Assisted Financial Planner in Australia Look Like?

What Does an AI-Assisted Financial Planner in Australia Look Like?

`Less rework. More capacity.`

`Less rework. More capacity.`

Insights for scalingfinancial advice

The Advice Industry Doesn't Have an AI Problem. It Has a Rework Problem.

The Advice Industry Doesn't Have an AI Problem. It Has a Rework Problem.

The Advice Industry Doesn't Have an AI Problem. It Has a Rework Problem.

The Advice Industry Doesn't Have an AI Problem. It Has a Rework Problem.

The Real Risk of AI in Financial Advice Isn't Hallucinations. It's False Confidence

The Real Risk of AI in Financial Advice Isn't Hallucinations. It's False Confidence

The Art of the First Meeting: What Top Advisers Do Differently

The Art of the First Meeting: What Top Advisers Do Differently

The Hidden Cost of Rework in Financial Planning: How AI Can Eliminate It

The Hidden Cost of Rework in Financial Planning: How AI Can Eliminate It

What Does an AI-Assisted Financial Planner in Australia Look Like?

What Does an AI-Assisted Financial Planner in Australia Look Like?

Insights for scaling
financial advice