In this episode of The Trusted Adviser, Rob Pyne sits down with Nick Perrett, CEO at Yarra Lane Group, to explore how his firm is leveraging AI agents and robotic process automation (RPA) to transform operations across financial planning, tax, and professional services. Nick shares how bots like “Henry” and “Grace” are automating everything from review prep to data entry, running 24/7 inside their Microsoft environment and freeing up valuable human time.
They dig into the real numbers, implementation process, cultural impacts, and what this all means for the future of advice delivery. Whether you’re curious about getting started or wondering how far automation can go in a professional advice firm, this is a must-listen episode.
