First Principles Thinking: Capital Partners

Financial advice will be defined by distilling everything down to what truly matters: human connection.

‘First Principles’ with Alan Smith, Capital Partners CEO explores how the firm is ushering in a “golden age” of financial planning through reducing clients anxiety around money and focusing on fostering real human connection.

Alan sat down with Saturn CEO Amal Jolly and explained “First Principles Thinking is really about distilling everything down to what's important and what really matters. And what really matters is the opportunity to create clarity and confidence for our clients”

First principles thinking and AI implementation go hand-in-hand. Clarity, care, and connection sit at the underbelly of successful AI adoption and Alan goes into depth around the positive outcomes it can yield.

“You know, frankly, I think there's not a better job in the world. We're able to employ the technology, we're able to help more people, we're able to reduce this advice gap, and guess what? We're able to have a lot of fun while we’re doing it.” Alan explained.

Capital Partners and Saturn will continue to usher in a golden age of planning for the firm and ensure the positive impact is shared across the profession.