Season 1: Episode 40

Duration: 40 minutes

What does the future hold for financial advice? As technology evolves, client expectations change and the profession seeks to serve more people, the role of the adviser is entering a period of significant transformation.

In this episode of the Transact Platform Podcast, Andrew Cullen-Jones, Chief Development Officer at Transact, is joined by Carla Brown, President of the Personal Finance Society, Chartered Financial Planner and business owner, for a thought-provoking discussion on the future of the financial planning profession.

Together, they explore:

  • how AI is changing adviser workflows and why human judgement, empathy and behavioural coaching remain essential

  • the growing advice gap and the challenge of helping more people access quality financial advice

  • supporting intergenerational wealth transfer, pension reforms and changing client expectations on the advice landscape

  • attracting and developing the next generation of financial planners while continuing to raise professional standards.

From trust and professionalism to technology and innovation, Carla shares her perspective on the opportunities and challenges shaping the profession today, and why she remains optimistic about its future.

Whether you're an adviser, paraplanner, business owner or simply interested in the future of financial advice, this episode offers valuable insights from one of the profession's leading voices.

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This podcast is provided for advisory professionals only. This podcast is for general information purposes only and does not constitute financial, investment, or legal, regulatory, tax or any other advice. All information is based on our understanding and interpretation of applicable law and regulation, which is subject to change. While we strive to ensure accuracy, we make no guarantees regarding the completeness or reliability of the content. The views of third parties are their own.