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Sarah Roughsedge

Aug 21, 2026

1:50
How did that kind of progress from there to Eva Wealth, which I believe kind of you got a bit of an idea of when you were pregnant with your third child or on maternity leave?
1:58
Yes, Clara's Wealth is a family firm.
2:00
We look after business owners, families, men and women.
2:03
And that's, yeah, that's been going since 2012.
2:05
I fell pregnant with my third in 2017.
2:08
And at that point, took a bit of time out, which was a really lovely opportunity just to stop and take stock of where I was.
2:16
What was I doing? Was this an opportunity to revisit how we were doing what we were doing and do anything different? And during that period of time, I kind of brought together all the thoughts that I'd been having over the years.

33 MINS LATER

35:06
Yeah.
7:45
Given everything that we've heard today, and Abraham was fairly apocalyptic earlier about AI, I think, in terms of the way it's going to completely upend society, how do you think it changes the business model in financial advice?
7:59
I think, first of all, I don't think that there is any room for it not to change it.
8:05
So I guess the other way of saying that is it's absolutely going to change it, in my opinion.
8:09
There's been lots of talk around and the more technical part of the roles being taken over by AI or being delivered by AI.
8:19
And so I think if you explore that more, you can actually see that actually a lot of those sorts of roles that have been fulfilled at the moment by say power planners or administrators or the more technical side and support side, you could see them being taken over.
8:35
I'm not sure I want to call it taken over, but taken over by AI rather than human roles.
8:41
And so the advisor in the client relationship, you can see that becoming naturally sort of a much more valuable commodity.

6 MINS LATER

15:00
How is that different I guess, or perhaps to reverse it around, what can it do to replicate what you're doing with clients? And if you get it really good, does it matter for your business model?

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