Shauna Mullin

Learn about the challenges and opportunities that arise from integrating new technologies with legacy systems. Shauna discusses the evolution of digital tools that assist financial advisers, emphasising the importance of intuitive and easy-to-use solutions to enhance adviser-client relationships; she sheds light on how regulatory pressures and technological advancements are shaping the future of financial advice, making it more accessible and effective.

In this episode, Shauna and Pete discuss:

• 00:00 - Introducing Shauna Mullins
• 01:00 - Using tech to power-up client relationships
• 02:13 - What’s the approach to starting implementing new tech?
• 04:08 - The unusual tech landscape
• 05:24 - Does tech even help advisers, or is it a hindrance?
• 08:17 - How to keep up with tech and AI
• 10:18 - Decision fatigue in a crowded market
• 13:52 - Where are you going over the next five years?
• 17:12 - Metrics for success and the purpose of an adviser
• 19:00 - Modernising the fact find
• 22:46 - Intergenerational financial planning
• 26:18 - AUM percentage vs subscription based charging
• 30:00 - Bringing in new people into the industry
• 31:00 - What’s most exciting about he industry you’re in?
• 32:28 - What’s the biggest challenge to overcome?