AI for Advice Practices #2

In this episode, Sacha is joined by Jason Fowler, Principal of Fowler's Group and Director of FYG Planners. They discuss implementing AI in your advice practice, including note-taking, focusing on efficiency gains, client communication, and the strategic benefits of leveraging voice recording technology to improve business processes and client interactions.

Jason Fowler LinkedIn: https://www.linkedin.com/in/jason-fowler-2852443b Fowler's Group Website: https://www.fowlersgroup.com.au/ 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/

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