Mallowstreet's Stu Breyer on the systems shaping advice firm performance

In this Fireside Chat, Stu Breyer, chief executive of Mallowstreet discusses how advisers’ day-to-day operations are shaping their business’ performance and where capacity is being won and lost in firms. Advisers typically spend about a third of their time speaking to clients and the rest doing admin tasks. AI offers the opportunity to flip this on its head, in turn creating capacity and increasing performance. 00:00 - Compliance and AI today 01:12 - Time management strategies 03:14 - Meeting importance and compliance 07:14 - AI innovation and adoption in financial planning 10:05 - Systematic business improvements Read more on the profession of financial advising on ‪@FTAdviserOfficial‬ : Consequences clear for firms that are AI-washing - https://www.ftadviser.com/content/dac... How PE firms and founders can work together for business success - https://www.ftadviser.com/content/920... FCA imposes restrictions on IFA firm after concerns about management - https://www.ftadviser.com/content/bb0... FT Adviser is a service from @Financial Times Subscribe to FT Adviser at https://www.ftadviser.com/?utm_medium... #financial advice #financialadviser #financialplanning #financialservices #financialplanners #business #news #finance #pensions FT Adviser is a journalistic product which is for general information and entertainment purposes only. Our content does not constitute any form of advice, recommendation, representation, endorsement or arrangement by the Financial Times. It is not intended to be and should not be relied upon by users in making (or refraining from making) any specific investment, purchase, sale or other decisions. Appropriate independent advice should be obtained before making any such decision, such as from a qualified financial adviser.