Could AI help financial advisers spend less time on admin and more time with clients?

In this episode of the Financial Planner Life Podcast, Sam Oakes speaks with AdvisoryAI founder Alan Gurung about how AI agents are already being used inside advice firms to support compliance, reporting, administration and client servicing.

The conversation explores the scalability challenges facing financial planning firms, the growing advice gap and how AI could help advisers increase capacity without replacing the human side of advice.

Key Discussion Points

• Why many advisers still spend more time on admin than advice

• The scalability challenge facing modern financial planning firms

• How AI agents are being used inside advice businesses today

• The role of AI in compliance, reporting and client servicing

• Why disconnected tech systems are slowing firms down

• How AI could increase adviser capacity without replacing advisers

• The future of hyper-personalised financial planning