Episode Details

What if your advisers could serve 20–30 more clients, save 45 minutes per meeting, and reduce suitability report time from 3 hours to 10 minutes - all without hiring more support staff?

That’s what Saturn AI is already delivering for over 600 financial planning firms  ( 1600 Advisers ), and in this episode of the Financial Planner Life Podcast, Sam Oakes sits down with co-founder Rohit Vaisha to explore how.

But this isn’t another “AI will replace advisers” narrative.

Saturn’s mission is to enhance human connection, not remove it, using AI as fuel to scale trust, proactivity, and personalised client care.

In this episode, you’ll discover:

• How Saturn AI boosts adviser productivity and efficiency across the advice journey
• Why paraplanners and compliance teams are key to scaling with AI
• The rise of proactive, always-on client engagement (and what advice firms can learn from Instagram and Netflix)
• The “universal adviser” model - what it is, and why it’s the future
• Why AI is only as good as the problems it’s solving — and the partners implementing it

💡 Whether you're an adviser, paraplanner, compliance lead, or business owner, this is your blueprint for using AI to grow your firm without losing the human touch.

👉 Book a meeting with Saturn AI: here

Financial Planner Life is sponsored by Redmill Advance

Whether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered.

✅ Trusted by top UK firms

👉 www.redmilladvance.com/fpl

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Reach out to sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or podcast production. 

Want to appear on the Financial Planner Life podcast? Drop Sam a message.