In this episode of the ifa Show, host Keith Ford speaks with Unbound Financial founder Charmaine Hall about how she has embedded AI across her financial advice business to reclaim time, cut costs, and deepen client relationships.
Charmaine dives into the risks, boundaries, and ethics of AI in advice, stressing the importance of accuracy checks, not over‑trusting AI, and putting tight security and data‑handling controls in place.
Tune in to hear:
