Episode 3 - N8N with Phil Teale

Yeah.

Yeah, I think, well, you know, you're a case in point and others that I know as well.

The sort of smaller businesses, the one man bands are often who've got maybe the motivation to learn this.

They're interested in tech.

That's something that they can get significant benefits.

way down on their own.

And it's a very democratized technology.

This AI-powered world we now live in is wonderful.

The trade-off is time and complexity and troubleshooting because these things do break sometimes.

And you can't completely rely on AI to tell you what to do because often the advice it gives you is out of date.

It's running off an old interface and You have to sort of be able to work it out and do some problem solving.

So, yeah, I think maybe the sweet spot is between maybe a three to even 30-person firm.

You know, it's brilliant for the advisor who's got a bit of flexibility over their tech stack and back office.

You know, they're not locked into... what they can and can't use so much.

They've got a bit of freedom to do that.

So, yeah, I think there's a lot of room there.

The very large firms, maybe, you know, they're in-house custom software and things, but perhaps not.

But I think it's perfect for the typical independent financial advisor in particular.

And, you know, they

agree.

Yeah, absolutely.

So, yeah.

Well, you say when it gets to that sort of size, then maybe you're looking at in-house stuff.

But even, you know, like you say, like very small businesses, this is typically something that they will do a lot of themselves.

If the medium size, this is where they probably want someone in maintaining it.