From Adviser to AI Innovator: How Tech Will Transform Financial Advice with Chanelle Pattinson

In this episode of Talk FS, Ryan Venner sits down with Chanelle Pattinson — Associate Research Director at NextWealth, Chartered Financial Planner, fintech innovator, and host of the Her Future Bright podcast.

Chanelle shares her journey from financial advice to the world of tech and AI, giving us a unique insider view on how innovation is reshaping the future of financial services. With experience across advice, startups, product development, and research, Chanelle provides rare insight into where the industry is heading — and what advisers should be preparing for.

Together, Ryan and Chanelle explore the human element of advice, AI adoption trends, adviser tech stacks, client engagement, and the real-world challenges and opportunities presented by new technology.

Whether you're an adviser, paraplanner, business owner, or simply curious about the role of AI in professional services, this conversation is packed with valuable takeaways.

⏱️ Chapters
00:00 – Introduction
01:10 – Chanelle’s Journey from Financial Advisor to AI Innovator
06:24 – Will AI Replace Advisers?
09:48 – Human Listening vs. AI Tools
11:55 – Introducing the NextWealth AI Lab
15:23 – Ryan’s Own Tech Journey
17:51 – Implementation Challenges
20:30 – What Advisers Rate Most in Tech
22:33 – Innovation in Back-Office & New Players
25:09 – Generational & Attitude Differences
28:16 – Fear of Missing Out Driving AI Adoption
30:11 – Using AI in Everyday Life
31:24 – Chanelle’s Custom GPTs
33:15 – The Security Question
35:25 – The Future of AI
37:20 – A New Era for Advisers
38:56 – Is AI Here to Stay?
39:33 – Closing Thoughts

🔗 Connect with Chanelle:

👉 LinkedIn:   / chanelle-paynter-n%c3%a9e-pattinson-b6064496  

👉 NextWealth Profile: https://nextwealth.co.uk/team-members...

🎙️ About Talk FS:

Talk FS brings you unfiltered conversations with influential voices across financial services — exploring innovation, careers, technology, leadership, and the future of financial advice.

If you enjoyed this episode, don’t forget to Like, Subscribe, and turn on Notifications so you never miss an update.

Listen on:
🎧 Podbean: https://lnkd.in/dA4Gp8MP
🔊 Spotify: https://lnkd.in/dH4ZNd2t