Nick Ryan & Hayley Rabbets - Pilot Financial Systems

Simplifying Financial Advice: Tech, Time & the Future of Planning with Nick Ryan & Hayley Rabbets Nick Ryan and Hayley Rabbets join Lewis on The Financial Planning Club Podcast to talk about one of the biggest challenges facing advice firms today, complexity. They discuss why so many firms are still losing time to clunky processes, duplicated systems and overcomplicated tech stacks, and why adding another bit of software often isn't the answer. Nick and Hayley share the thinking behind Pilot, the importance of starting with your process before choosing technology, and how better systems can create more capacity for advisers to spend time where it actually matters, with clients. They also get into AI, operational efficiency, the advice gap and why sometimes the biggest improvement comes from stripping things back rather than adding more. If you're looking at your processes, tech stack or capacity inside your advice business, this one is well worth a listen.