AdviceTech Podcast #104 - Wealth Maximiser

Oct 10, 2024

Lucy Winship, Head of Strategic Ventures at Wealth Maximiser, discusses how their digital platform merges technology with personalized wealth coaching. She highlights the challenges traditional financial advice poses for consumers and presents innovative methods to simplify financial planning. The conversation dives into the role of AI in enhancing client interactions and the necessity of emotional support for younger generations. Lucy also addresses the importance of collaboration between tech and financial advisors, focusing on future developments like robust cybersecurity measures.

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Intro

00:00 • 2min

Revolutionizing Financial Advice with Technology and Coaching

01:49 • 2min

Navigating AI and Financial Well-Being: A Personal Journey

04:01 • 3min

Navigating Wealth with Personalized Coaching

07:22 • 19min

The Future of Financial Advice: Tech and Collaboration

26:17 • 4min

Cybersecurity and Future Developments in Wealth Maximizer

30:45 • 4min