IFA: The future of AI, efficiency and client engagement in advice
Update: 2025-10-29
Description
In the latest episode of The ifa Show, MLC Expand CEO Liz McCarthy and Shadforth Financial Group CEO Terry Dillon join host Keith Ford to discuss the transformative role of AI in financial advice and how AI tools are being implemented to drive efficiency.
With advice firms looking for greater automation of routine administrative tasks, AI is set to reshape the advice profession's approach to client service and business growth.
Tune in to hear:
- How MLC Expand and Shadforth are responding to the need for greater efficiency through AI tools.
- Why rigorous governance and privacy protocols to ensure data security and accuracy are so vital.
- The crucial role of AI in expanding client service capacity, improving financial literacy, and addressing the broader advice gap in the market.
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