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AI is dominating conversations across financial planning but what does it actually mean for advice firms?
In Part 2 of our conversation with Juniper founder Jon Doyle, we move beyond the hype to explore where technology is genuinely creating value, and where the industry risks getting carried away.
Jon shares how his team has built automations that save time, why he's sceptical of claims that AI can replace the human side of financial planning, and the principles guiding Juniper's investment in technology.
We also discuss developing advisers, building scalable systems, and why, even in an AI-driven world, people skills remain the profession's greatest competitive advantage.
If you're a financial planning firm owner trying to work out where AI fits into your business, this is a conversation you'll want to hear.
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