Podcast #140: Cutting through the chaos to streamline advice tech, with Pilot Financial Systems' Nicholas Ryan and David Mills
Description
If you’ve ever felt like the tech in your advice business is more of a hindrance than a help, you’re not alone. Multiple systems that don’t talk to each other, endless rekeying, and the same tasks repeated in five different places, it’s a frustration most advisers know all too well.
In this week’s episode of IFA Talk, Jenny Hunter and Sue Whitbread are joined by Nick Ryan, CEO, and David Mills, Chairman, at Pilot Financial Systems. Both have deep roots in the advice profession and have lived the challenges first-hand – and they’ve set out to do something about it.
They share why they believe now is the time for advisers to take back control of their tech, why ownership and independence matter so much in practice management tools, and how better integration could help bridge the advice gap.
We also hear their vision for how advice firms could be running in five years, and it’s a future you’ll want to hear about.
So, if you’re ready to swap admin overload for smarter, joined-up systems, tune in now and hear how Pilot is helping firms cut through the chaos.
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