In this week’s episode of IFA Talk, Meg Bratley and Sue Whitbread are joined by Jamie Sexton, Chief Client Officer at True Potential, to explore the fast-evolving role of AI in financial advice and what it means for the future of the profession.
As technology continues to reshape the advice landscape, the conversation focuses on where AI is having the greatest impact today, from supporting basic guidance to enhancing more complex, high-touch advice. Jamie shares his perspective on how advisers can think about AI not as a threat, but as a practical tool to help close the advice gap and improve outcomes for clients.
The episode also dives into what meaningful AI integration actually looks like in practice. Beyond simply saving time, the discussion explores how firms can measure success, embed technology effectively, and ensure it enhances both operational efficiency and the overall advice proposition.
We also look at the client experience and how technology can go beyond efficiency gains to play a deeper role in building trust, identifying client needs earlier, and strengthening long-term relationships.
We wrap things up by asking Jamie for his key takeaways, offering practical insights for advisers looking to navigate the intersection of AI, regulation and client engagement.
Be sure to check out this episode and all other episodes of IFA Talk on Spotify, Apple Podcasts, and Amazon!
Jamie Sexton
Jamie is Chief Client Officer at True Potential Group, having held various roles since joining in 2007. He was responsible for creating the True Potential Auto Enrolment proposition, now supporting over 100,000 employees across over 20,000 employers. A qualified Financial Adviser and Pension Transfer Specialist, Jamie oversees client servicing, ensuring a service that supports clients in reaching their financial goals.
Disclaimer
IFA Talk is for financial professionals only. All material has been carefully checked for accuracy, but no responsibility can be accepted for inaccuracies. Wherever appropriate, independent research and whatever necessary legal advice should be sought before acting on any information contained in this podcast.
Value of investments and income from them go down as well as up, so you may not get back the amount you originally invested.
