Mallowstreet's Stu Breyer on the systems shaping advice firm performance

Описание: In this Fireside Chat, Stu Breyer, chief executive of Mallowstreet discusses how advisers’ day-to-day operations are shaping their business’ performance and where capacity is being won and lost in firms.

Advisers typically spend about a third of their time speaking to clients and the rest doing admin tasks. AI offers the opportunity to flip this on its head, in turn creating capacity and increasing performance.

00:00 - Compliance and AI today
01:12 - Time management strategies
03:14 - Meeting importance and compliance
07:14 - AI innovation and adoption in financial planning
10:05 - Systematic business improvements

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