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The Plannex Podcast · May 29 · 44 min

Dominic McLoughney and James Thompson Part 2: AI Won’t Replace You

In Part 2, Dominic McLoughney and James Thompson unpack how Becketts is approaching technology, AI, automation, and the future of financial planning. The conversation explores the development of Beckett’s Connect, solving the advice gap, integrating AI into the client journey, and why the firms that embrace technology early will have a major advantage over the next decade. But despite all the innovation, one thing remains central: human relationships. A practical and honest discussion on how modern advice firms can scale smarter without losing what makes financial planning valuable in the first place.

0:00-44:45
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In Part 2, Dominic McLoughney and James Thompson unpack how Becketts is approaching technology, AI, automation, and the future of financial planning.

The conversation explores the development of Beckett’s Connect, solving the advice gap, integrating AI into the client journey, and why the firms that embrace technology early will have a major advantage over the next decade.

But despite all the innovation, one thing remains central: human relationships.

A practical and honest discussion on how modern advice firms can scale smarter without losing what makes financial planning valuable in the first place.

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