Show Notes
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...
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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 ...
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...