The Future of Financial Advice: From Number-Crunchers to Human Connectors with Dan Haylett
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Release Date: 06/25/2025
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info_outlineWhat happens when an entire profession is about to become obsolete overnight? UK financial planner Dan Haylett has a front-row seat to one of the most dramatic industry transformations happening right now - and surprisingly, he's not worried. He's excited.
While most advisors are still focused on creating detailed financial plans and managing portfolios, Dan sees a tidal wave coming that will make those skills irrelevant within years, not decades. AI will soon create better financial plans in seconds than most advisors can produce in weeks. So what does that mean for the millions of people who rely on financial advice?
Dan shares his pivotal client story - the moment he realized that perfect numbers mean nothing if people end up miserable. This led him to discover a crucial distinction that applies far beyond financial services: the difference between complicated problems and complex problems, and why only one of them can be solved by technology.
In this conversation, we explore why human connection is about to become the most valuable skill in professional services, what clients should actually expect from their advisors (hint: it's not what you think), and why the physical world might be the secret weapon against our increasingly digital future.
Whether you're in financial services or any profession where AI is changing the game, this conversation will challenge how you think about value, connection, and what it really means to serve people in the age of artificial intelligence.
To reach Dan Haylett:
Website: https://www.
LinkedIn: https://www.linkedin.com/in/
The Humans vs Retirement Store (where you can buy Dan's book and his sketches): https://humansvsretirement.
His Skill of Spending Money Whitepaper: https://artisanal-composer-
His Weekly Newsletter, The Retirement Fix: https://artisanal-composer-