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What Financial Planning can learn from technology giants, with Jose Supico

What Financial Planning can learn from technology giants, with Jose Supico

31/12/2018 Posted by Martin Bamford Interview, Podcast No Comments

What Financial Planning can learn from technology giants, with Jose SupicoToday on the show, I take you to Lisbon in Portugal for a conversation with Jose Supico.

Jose is CEO and co-founder of Advicefront, a fintech firm designed from the ground up with the new reality of personalised advice and digital lifestyles in mind.

It’s everything advisers, paraplanners and clients need in one place, from onboarding to advice, to seamless execution.

I was introduced to Jose by our mutual friend Michael Taggart, whose agency Foco Global are doing incredible work with fintech companies here in the UK and worldwide. So thank you to Michael for making this conversation happen.

In my conversation with Jose, we discuss how fintech can transform the advice and client relationship, what financial planning can learn from tech giants, and whether AI could ultimately replace the role of the financial planner one day.

Here’s my conversation with Jose Supico, CEO and co-founder of AdviceFront, in episode 385 of Informed Choice Radio.

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What Financial Planning can learn from technology giants, with Jose Supico

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About Martin Bamford

Your host for Informed Choice Radio is Martin Bamford, an award-winning Chartered Financial Planner and Fellow of the Personal Finance Society. Martin is Director of Client Education at Informed Choice and the author of several personal finance books including The Money Tree, Brilliant Investing and How to Retire 10 Years Early.

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