Edward Gascoigne

Explore the delicate interplay between technical expertise and client relationships, the evolving role of technology in planning, and the imperative for adaptive growth in the industry. Ed Gascoigne shares valuable insights on navigating regulatory shifts, enhancing adviser skills, and the critical importance of human touch in a tech-driven world. Tune in for an episode packed with forward-thinking strategies and personal reflections.

In this episode, Pete and Ed discuss:

• 00:00 Introducing Ed Gascoigne
• 00:57 Consumer duty’s impact
• 01:31 Charging models for professional services
• 04:40 Which skills are relevant?
• 06:16 Interpersonal skills and knowledge gaps
• 08:13 Financial industry future predictions
• 10:46 Engaging with modern clients
• 12:51 Robo-advice with a personal touch
• 14:48 Regulation’s effect on bad actors
• 16:36 Future predictions and the impact of tech
• 19:28 Cash-flow forecasting vs the magic number
• 20:33 Financial planning and human redundancy
• 23:27 AI’s supportive role
• 25:18 Closing the advice gap with tech
• 26:56 Should financial tech be regulated?