In this week’s episode of IFA Talk, we tackle a pressing issue: the financial advice gap. Did you know that in 2023, 10 million people sought financial advice, but only 4 million received it? That leaves a staggering 6 million people without the guidance they need.
In this week’s podcast, Brandon and Jenny sit down with Karen Barrett, CEO and Founder of Unbiased, to explore what’s preventing financial advisers from reaching more people and the barriers standing in their way.
We dive into the role of technology in bridging this gap. With a growing number of digital tools available, how can advisers leverage these resources to connect with the millions still seeking advice? We also explore whether existing technology solutions can make financial advice more accessible and affordable.
Finally, we look to the future. Could AI be the next revolution in financial advice? Karen shares her insights on whether artificial intelligence could transform the industry and help close the advice gap for good. Be sure to tune in for an in-depth discussion on the challenges and opportunities in the financial advice sector.
Check out the podcast detail by tuning in HERE
