Show Notes
This is it! The first episode is here, and Bionic Adviser starts as it means to go on, albeit with a special bumper episode of two tools being assessed at once! Dan Graham of Plan Haus joins me in person to talk Calendly and Zapier: the booking tool that kills email tennis, and the middleman that wires it to 9,000+ other apps. We get into why automation adds personalisation rather than strips it, why 16% of planners say they'd never touch a booking tool, and what the two currently cost. Plus...
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A different sort of episode, and the first of what I'm calling my big picture ones: instead of a single tool, we look under the bonnet of a whole firm. Keith Hare, Alex Bond and Craig Fitzsimons of Cadence Financial Planning build most of their own technology, and six people are running a stack that punches far above its weight. We cover the onboarding tool they sketched on a Thursday and released the following week, a suitability engine on version 13 in four months, a case that...
N8N is the best-kept secret in financial planning tech, and I say that as someone who can no longer run Arboretum without it. Phil Teale of Teale Pen & Pixel builds n8n workflows for advice firms every day, and joins me to explain what it actually is: a visual canvas where you wire your systems together, with none of Zapier's per-step pricing — about £20 a month on their cloud, or £8 self-hosted. We get into meeting note takers, suitability report generators, Phil's chatbot ...
A first for the show: no guest, just me, and a short one. Wispr Flow is the worst-kept secret in tech, but I still find many advisers that aren't using it. What is it? A voice dictation tool that drops text wherever your cursor happens to be, and it has replaced roughly 60% of my typing. I cover how it actually works, why it is nothing like the Dragon licence I blew some of my first month's wages on as a green adviser, what it costs, and the uses that you don't initially think of when...