Jose Supico's guest appearances

Jose Supico

Informed Choice Radio Personal Finance Podcast

Nextgen Planners

Jason Butler

Abraham Okusanya

Simonne Gnessen

Carl Richards

Lauren Janus

Pete Matthew

Catherine Morgan

Chris Budd

Ruth Sturkey

Lisa Stanley

Bola Sokunbi

John Ruhlin

Warren Buffett

Jean Chatzky

Alan Donegan

OwlTail

In this Episode Jose Supico of Advicefront talks to us about how his company is revolutionising the Financial Planning space by building technology to automate a lot of the boring and mundane tasks.

Episode 65 – Jose Supico from Advicefront on how technology in UK financial planning is lagging and what we will see in the near future

Today on the show, I take you to Lisbon in Portugal for a conversation with Jose Supico. Jose is CEO and co-founder of Advicefront, a fintech firm designed from the ground up with the new reality of personalised advice and digital lifestyles in mind. It’s everything advisers, paraplanners and clients need in one place, from onboarding to advice, to seamless execution. I was introduced to Jose by our mutual friend Michael Taggart, who agency Foco Global are doing incredible work with fintech companies here in the UK and worldwide. So thank you to Michael for making this conversation happen. In my conversation with Jose, we discuss how fintech can transform the advice and client relationship, what financial planning can learn from tech giants, and whether AI could ultimately replace the role of the financial planner one day. Here’s my conversation with Jose Supico, CEO and co-founder of AdviceFront, in episode 385 of Informed Choice Radio.

Today on the show, I take you to Lisbon in Portugal for a conversation with Jose Supico. Jose is CEO and co-founder of Advicefront, a fintech firm designed from the ground up with the new reality of personalised advice and digital lifestyles in mind. It’s everything advisers, paraplanners and clients need in one place, from onboarding to advice, to seamless execution. I was introduced to Jose by our mutual friend Michael Taggart, who agency Foco Global are doing incredible work with fintech companies here in the UK and worldwide. So thank you to Michael for making this conversation happen. In my conversation with Jose, we discuss how fintech can transform the advice and client relationship, what financial planning can learn from tech giants, and whether AI could ultimately replace the role of the financial planner one day. Here’s my conversation with Jose Supico, CEO and co-founder of AdviceFront, in episode 385 of Informed Choice Radio.

What Financial Planning can learn from technology giants, with Jose Supico