IFA Talk

Author: IFA Magazine

IFA Magazines ground-breaking weekly editorial podcast, which breaks down the news that is shaping the global investment and economic landscape.Featuring exclusive conversations with the most influential voices in financial services.
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Podcast #166: Navigating AI and regulation in financial advice with True Potential's Jamie Sexton
Episode 256
Wednesday, 8 April, 2026

In this week’s episode of IFA Talk, Meg Bratley and Sue Whitbread are joined by Jamie Sexton, Chief Client Officer at True Potential, to explore the fast-evolving role of AI in financial advice and what it means for the future of the profession. As technology continues to reshape the advice landscape, the conversation focuses on where AI is having the greatest impact today, from supporting basic guidance to enhancing more complex, high-touch advice. Jamie shares his perspective on how advisers can think about AI not as a threat, but as a practical tool to help close the advice gap and improve outcomes for clients. The episode also dives into what meaningful AI integration actually looks like in practice. Beyond simply saving time, the discussion explores how firms can measure success, embed technology effectively, and ensure it enhances both operational efficiency and the overall advice proposition. We also look at the client experience and how technology can go beyond efficiency gains to play a deeper role in building trust, identifying client needs earlier, and strengthening long-term relationships. We wrapped things up by asking Jamie for his key takeaways, offering practical insights for advisers looking to navigate the intersection of AI, regulation and client engagement.