Sam Patterson
Financial advice business operator and Direct Wealth leader focused on operations and scaling; speaks about embedding AI into workflows, process design, and improving advisor effectiveness at volume.
Best podcasts with Sam Patterson
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Feb 13, 2025 • 50min
AI Advances in Financial Advice with Nick Downey and Sam Patterson from Direct Wealth
Nick Downey, a technology and product executive focused on AI and data-driven personalisation. Sam Patterson, an operator who scales advice through workflow design and automation. They explore AI as an always-on assistant, contrast language and quant models, discuss regulatory and change barriers, and stress building strategy, processes and people before deploying tools.
