Скачать или смотреть FindotNews — Helping FSPs Stay Informed & Ahead | Hadeda Insights

Welcome to Hadeda Insights, where we help financial advisors find the right tech, without the overwhelm.

In this episode, Matthew from Hadeda sits down with Paddy Crook, director of FindotNews, to unpack how the platform helps South African financial advisors cut through information overload and stay up-to-date on the insights that matter most.

In this conversation, Paddy Crook discusses the transformative impact of AI on marketing and financial planning. He highlights the dual nature of AI, emphasizing both its potential benefits in productivity and the risks of over-reliance. Crook expresses excitement about the evolving roles of financial advisors and the changing dynamics of client relationships as AI continues to develop.

There's a lot of marketing talk around AI.
AI offers huge benefits and productivity increases.
Trusting AI too much can be dangerous.
The financial planning industry will evolve with AI.
Content production will change due to AI.
Excitement exists for the evolution of services.
Financial advisors' roles will change with AI.
Client relationships will also evolve with AI.
Adaptation is necessary to fit into the new landscape.
AI is a crucial part of the future puzzle.

Whether you’re a solo practitioner or managing a larger practice, you’ll walk away knowing how to stay informed without losing your time (or your mind).

📍 Explore FindotNews on the Hadeda Marketplace: https://hadeda.co.za

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