AI for Advice Practices #1

In this installment, Sacha talks with James Wartho, CEO of FinTalkr, and Andrew Wootton, General Manager at FYG Planners. They explore selecting an AI provider, and how AI tools can help financial advisers improve efficiency, standardise processes, and enhance client engagement by automating tasks like file notes while maintaining data security and quality.

James Wartho LinkedIn: https://www.linkedin.com/in/james-wartho-2b2a54/ FinTalkr Website: https://mytalkr.com/fintalkr Andrew Wootton LinkedIn: https://www.linkedin.com/in/andrew-wootton-836b4021/ FYG Planners Website: https://www.fygplanners.com.au/

To learn more about how Fintalkr can help your business view our Solutions Showcase, available in the AdviceTech feed of Ensombl: https://ensombl.com/go/20250409

Recognise real-world learning as CPD: https://ensombl.com/cpd/

General Disclaimer – https://www.ensombl.com/disclaimer/