EATT 2025 Plenary Session #2 – How will AI evolve the role of traditional adviser technology?
What is EATT?
Speakers
Ian McKenna
Founder – FTRC
Jeff Lange
CEO- TFAS Wealth
Sapna Shapero
Programme Manager – Operations – Chesterton House Financial Planning
Learning Objectives
- Where can AI really make a difference and where do we just need our existing tech to work better?
- Who are they key people you need to keep, and what are the new talents you need to attract, to continue to be successful?
- How will an adviser talent pool change and is there a role for sub level 4 employees?
- Is there a role for AI Automation to answer simple customer questions?
