Jon Doyle Part 2: What Won't AI Replace? episode artwork

EPISODE · Jul 24, 2026 · 44 MIN

Jon Doyle Part 2: What Won't AI Replace?

from The Plannex Podcast · host Plannex

AI is dominating conversations across financial planning but what does it actually mean for advice firms?In Part 2 of our conversation with Juniper founder Jon Doyle, we move beyond the hype to explore where technology is genuinely creating value, and where the industry risks getting carried away.Jon shares how his team has built automations that save time, why he's sceptical of claims that AI can replace the human side of financial planning, and the principles guiding Juniper's investment in technology.We also discuss developing advisers, building scalable systems, and why, even in an AI-driven world, people skills remain the profession's greatest competitive advantage.If you're a financial planning firm owner trying to work out where AI fits into your business, this is a conversation you'll want to hear.

Episode metadata supplied by the publisher feed · Published Jul 24, 2026

Embed this episode

NOW PLAYING

Jon Doyle Part 2: What Won't AI Replace?

0:00 44:51

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

No similar episodes found.

No similar podcasts found.

Frequently Asked Questions

How long is this episode of The Plannex Podcast?

This episode is 44 minutes long.

When was this The Plannex Podcast episode published?

This episode was published on July 24, 2026.

Can I download this The Plannex Podcast episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!