Many thought computers and AI would replace advisers, but Michael shows why he believes that’s not true and what to expect next.
He talks about how technology changed jobs in the past, like during the Industrial Revolution, and compares it to what’s happening now with financial advisers. Michael highlights five important trends in the industry, showing how technology is helping advisers offer better services and improve their businesses.
Using examples from different industries, Michael explains how using technology smartly can make businesses more productive and valuable. He encourages advisers to focus on creating great experiences for their clients to stay successful in this fast-changing world. Watch the highlights below:
Jessie Leworthy first joined FTRC as an intern while working toward her BSc in Banking and Finance. After completing her degree, she moved into a full-time role as the Communications Coordinator, and has now progressed into ‘Customer Success Specialist’ where she’s expanding her knowledge specifically in protection. Jessie plays a vital role in the future growth and success of Protection Guru Pro, supporting the sales process and helping advisers understand and make the most of the platform’s capabilities.
In 2023, Jessie was proud to receive the ‘Trainee of the Year’ award at the Europe FinTech Awards, a milestone in her journey. She remains committed to her professional development and continues to contribute to the innovative work happening at FTRC.