#28 Innovating Financial Advisory in Today's Landscape

In Episode 28 of the Jenesis Gems Podcast, Jenny welcomes Craig Banning from Navwealth Financial Group for an insightful discussion on "Innovating Financial Advisory: People, Technology, and AI in Today's Landscape." Craig dives into the Navwealth approach, sharing how their integrated model of financial advice is rooted in core values, team culture, and a client-centred message. Jenny and Craig also tackle the hot topic of technology and AI in the advisory space. While technology is familiar territory, AI has emerged as the new player—one with significant potential but requiring thoughtful application. Craig shares how Navwealth leverages technology while keeping human connection at the heart of its client relationships. This episode reinforces the importance of blending innovation with authenticity. Craig’s insights into balancing cutting-edge tools with a strong human touch provide valuable guidance for advisors navigating today’s rapidly evolving landscape. With over 30 years of experience, Navwealth Financial Group has built a team of highly skilled advisors delivering comprehensive financial advice across multiple business centres. Their integrated approach is designed to guide clients intentionally through their financial journey, helping them reach their goals with clarity and purpose. Tune in to discover what’s on the horizon for Navwealth and hear Craig’s hidden gem advice for anyone starting out in financial advice. This episode is packed with insights on building an advisory business that balances innovation with a strong human touch!