Skip to content
Sign in
Artwork for Bionic Adviser
Technology

Bionic Adviser

Tom Brookes

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

Play
Open in
  • 3 episodes
  • Avg 32 min
  • English

Episodes 3

NewestOldestLongest
All3Unplayed3In progress0Played0
  • S1 · E3
    Yesterday · 37 min

    Episode 3 - N8N with Phil Teale

    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 that queries the FCA Handbook, why owning your automations matters, as well as the downside: a real learning curve, and workflows that break.

    • Transcript
  • Thursday · 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

    • Transcript
  • 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!

    • Transcript
Showing 1–3 of 3 episodes