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Bionic Adviser

Tom Brookes

A podcast about the technology working financial planners actually use, with honest takes from people who do the job.

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  • 2 episodes
  • Avg 30 min
  • English

Episodes 2

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  • Yesterday · 19 min

    Episode 2 - BONUS EPISODE: Wispr Flow

    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 you see the headline purpose of the tech. Affiliate link if you want to try it whilst also contributing to the Podcast's running costs: https://ref.wisprflow.ai/tom-brookes

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  • S1 · E1
    September 13 · 40 min

    Episode 1 - Calendly & Zapier with Dan Graham

    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 the honest bits: Calendly's own reminder emails, Zapier's conditional-logic spaghetti, and the client who booked into my diary while I was in Italy. Enjoy and don't forget to leave us a review! Additionally, head to https://bionicadviser.co.uk/contact to submit a request for a piece of tech that you think should be covered in a future episode!

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