Are AI Advisor Avatars Avatars The Future?
In this episode of the Financial Planner Life Podcast, Sam Oakes sits down with Andrew Spence, Co-Founder of Aspen Advisors. They dive into all of the Marmite-type topics in the industry.
We cover:
🔹 Why risk profiling feels broken (for planners and clients)
🔹 The myth of having to pick sides in active vs passive
🔹 Should portfolios include Bitcoin, gold, or private equity?
🔹 What effect AI will have on the future of financial advice.
It’s a conversation worth hearing whether you agree, disagree, or sit somewhere in between.
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