In this episode of Advice Amplified, we explore James Anderson's transition from a traditional financial adviser to a pioneer in digital financial advice. James shares his experiences and insights on integrating technology in financial advising, discussing the shift in client expectations and the importance of digital solutions in the industry. He reflects on the challenges and motivations behind his move to digital platforms, providing a unique perspective on the future of financial advising that balances personalised relationships with technological innovation.
In this episode, James and Pete discuss:
00:00 Introducing James Anderson
01:02 Why explore digital advice if traditional is so successful?
05:00 The process of kickstarting a digital advice journey
08:34 Key decision points for choosing the right provider
12:21 What was the next step in the process • What were the challenges?
17:55 Where will the industry be in another ten years?
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