Episode Details

What if financial advisers could spend 70%… or even 100% of their time with clients?

Book a demo - here 

In this episode of Financial Planner Life, we sit down with Alan Gurung, founder of AdvisoryAI, to explore how AI is reshaping the way advice firms operate.

From disconnected tech stacks and time-heavy admin, to compliance bottlenecks and the growing advice gap, this conversation gets to the core of what’s really holding advisers back.

Alan shares how AI agents like Colin, Evie and Atlas are already helping firms reduce admin, improve compliance oversight, and uncover insights hidden across multiple systems.

But this isn’t just about technology: It’s about time.

Because if advisers can spend more of it with clients, everything changes: capacity, growth, and the ability to serve more people.

If you’re thinking about the future of financial advice or how to scale without burning out, this episode is for you.

⏱️ Timestamps

00:00 – Introducing AdvisoryAI & the vision

01:55 – From financial planner to AI builder

03:17 – Why financial advice doesn’t scale

06:12 – The advice gap explained

09:47 – The biggest bottlenecks in advice firms

12:40 – Introducing Atlas: connecting the tech stack

14:18 – Real-world AI use cases for advisers

18:24 – The future of AI in financial planning

28:05 – Meet the AI agents: Evie, Emma & Colin

43:05 – Rethinking compliance with AI

48:58 – Increasing capacity & serving more clients

🔔 Follow & Subscribe

Enjoyed the episode?

👉 Follow Financial Planner Life for weekly insights into the future of financial advice

👉 Share this episode with a colleague or adviser who’s feeling the pressure of admin

👉 Leave a rating or review: it helps more people discover the podcast

Want to be part of the conversation or feature on the show? Reach out to sam@financialplannerlife.com

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

Be sure to follow Financial Planner Life on YouTube for extra content about  career development within Financial Planning. 

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.