Are These AI Agents for Financial Planners the best in 2026?

What if financial advisers could spend 70%… or even 100% of their time with clients? Book a demo - here In this episode of Financial Planner Life, we sit down with Alan Gurung , founder of AdvisoryAI , to explore how AI is reshaping the way advice firms operate. From disconnected tech stacks and time-heavy admin, to compliance bottlenecks and the growing advice gap, this conversation gets to the core of what’s really holding advisers back. Alan shares how AI agents like Colin, Evie and Atlas are already helping firms reduce admin, improve compliance oversight, and uncover insights hidden across multiple systems. But this isn’t just about technology: It’s about time. Because if advisers can spend more of it with clients, everything changes: capacity, growth, and the ability to serve more people. If you’re thinking about the future of financial advice or how to scale without burning out, this episode is for you. ⏱️ Timestamps 00:00 – Introducing AdvisoryAI & the vision 01:55 – From financial planner to AI builder 03:17 – Why financial advice doesn’t scale 06:12 – The advice gap explained 09:47 – The biggest bottlenecks in advice firms 12:40 – Introducing Atlas: connecting the tech stack 14:18 – Real-world AI use cases for advisers 18:24 – The future of AI in financial planning 28:05 – Meet the AI agents: Evie, Emma & Colin 43:05 – Rethinking compliance with AI 48:58 – Increasing capacity & serving more clients 🔔 Follow &

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Are These AI Agents for Financial Planners the best in 2026? is an episode from The Financial Planner Life Podcast by Sam Oakes.

This episode is 70:21 long.

This episode was published on Apr 16, 2026.

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