S4:E7 - Should Financial Planners Be Using AI? Is It a Friend or a Foe?

In this episode of The Finance Geeks, Warren Shute and Paul Cleworth explore how artificial intelligence is starting to reshape the financial planning profession. From speeding up research to improving efficiency, they break down where AI is already making an impact and why it’s becoming harder for planners to ignore. The conversation looks at both sides of the equation. On one hand, AI can automate repetitive tasks, enhance client communication and support better decision-making. On the other, there are real concerns around accuracy, bias and over-reliance on technology. Warren and Paul discuss where AI adds genuine value and where human judgement still plays a critical role. As always, the focus is on practical insight. They explore how financial planners can use AI responsibly without losing the personal touch that clients rely on. The result is a balanced look at a fast-moving topic, helping listeners understand not just what AI can do, but what it should do in the world of financial advice. ========================== Chapters: 0:00 - Intro 5:37 - AI & Financial Advice: Friend or Foe? ========================== Show Notes: What Is AI – and Should You Be Worried About It? https://tandemfinancial.co.uk/tandem-thinking/what-is-ai-and-should-you-be-worried-about-it/ Learn How to Use AI – Planning Your Adventure https://planningyouradventure.co.uk/educational/learn-how-to-use-ai/ A Guide to AI https://www.dropbox.com/scl/fi/t0s9k8vjbm1bf210xkzw8/Tandem-AI-Guide-April-2026.pdf?rlkey=8fohfjpu8y0ybcg75cf2yjqbu&dl=0 ========================== Follow us our our social media channels: Instagram: https://www.instagram.com/thefinancegeekspodcast/ X: https://twitter.com/TheFinanceGeeks YouTube: https://www.youtube.com/@thefinancegeeks ========================== This show is designed to be informational only and does not constitute investment or financial advice. Please contact a regulated financial adviser before taking any specific action. ==========================