From ChatGPT to Chat SJP: The AI Revolution at St. James’s Place | John O'Driscoll & Wenyu Bai (SJP)

In this episode, Sam Oakes is joined by John O’Driscoll and Wenyu Bai from St. James’s Place to explore how AI and technology are being developed to support the future of financial planning.

Discover how SJP’s 2030 vision is being built around:

Advice Assistant: An AI-enabled tool already in production that reduces the time to produce advice packs from hours to minutesChat SJP: An internal GPT-style assistant that delivers fast, accurate, compliant answers to technical questionsAgentic AI: The concept of digital support agents acting as a virtual back officeThe Innovation Sandbox: A safe space for financial planners to test and build new toolsA strategic focus on simplifying, streamlining and elevating the planner and client experience

This isn’t about replacing financial planners. It’s about giving them better tools, more time, and the freedom to focus on what they do best - building meaningful relationships with clients.

Whether you’re considering your future as a planner, leading a firm, or just want to understand where the profession is headed, this episode is for you.

🎧 Listen now and subscribe for weekly insights from the front lines of financial planning careers.

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Welcome to The Financial Planner Life Podcast. We cover an intimate and honest account of what it’s really like to work in the financial planning profession. 

Our guests share their stories of success, failures and learnings, as well as what to expect from a career in the financial planning profession! We host guests at various stages in their careers, as well as multiple roles to ensure that our audience has a variety each week. 

Financial planners, business owners, paraplanners and back-office staff all have their own story to share, and The Financial Planner Life podcast is a platform for them to talk about their personal and professional journey. The podcast covers a multitude of topics, from mindset and motivation, health and wellbeing all the way to diversity and inclusion. 

We approach each episode with the idea that it is going to educate and spark a conversation within the industry with topics that may not be openly discussed. So, if you are thinking of becoming a financial adviser, or you’re curious about learning more about this brilliant sector, we urge you to give the podcast a listen. 

The Host: Sam Oakes is the host of The Financial Planner Life Podcast.  since 2008 Sam has been supporting leading national and global financial planning firms in finding the best talent, he was the director of Recruit UK, a 7 figure turnover financial planning recruitment company that he successfully exited in 2024, Sam now works as the Head of Creative for Hoxton wealth, building out podcasts, YouTube and social content for this fast growing fee based international financial planning firm. 

 Sam has always had a passion for financial services, starting out as a trainer for leading product provider in the UK, he has been in the industry for over 20 years. 

He sees himself as a partner to the industry and wants to contribute useful resources such as this podcast to educate those further who are seeking advice and help about how to push their careers forward in this amazing profession. 

Be sure to check out 

Financial Planner Life Academy - start your career today! 

https://financialplannerlife.com/academy/

• No. of episodes: 235
• Latest episode: 2025-05-26
• Business

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