AdviceTech Podcast #85 - Redefining the Delivery of Financial Planning Services Using Research

In this episode, Pat is joined by Ben Neilson from Complete Wealth. They discuss Ben's research into how the use of tech, in particular Platformplus, can be used to streamline data collection in the financial planning process, saving time but also improving data accuracy. Ben Neilson LinkedIn: https://www.linkedin.com/in/ben-neilson-54883055/ Complete Wealth Website: https://completewealth.com.au/ Platformplus Website: https://platformplusams.com.au/ Revising Data Collection Methodology - Evidence from the Australian Financial Sector: https://www.sciencedirect.com/science/article/pii/S2405918824000163 Artificial Intelligence Authoring Financial Recommendations - Comparative Australian Evidence: https://academic.oup.com/jfr/article/9/2/249/7163206 Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/ A world of engagement awaits you at Netwealth: https://ensombl.com/go/20240531 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/