PROpulsion LIVE
Welcome to PROpulsion Live, your ultimate destination for all things related to building and running a successful financial planning business. Our weekly show is the essential resource for financial planners, advisors, paraplanners, and anyone in the financial services profession. Join us every Friday on YouTube for the live show as we explore the ins and outs of sales, marketing, technology, relationships, business strategy, personal development, and so much more.With over 200 episodes and counting, our show features both insightful solo presentations and engaging interviews with industry experts from around the globe. Our dynamic format includes a 5-minute intro and welcome, a current affairs segment hosted by the FPI, a coach's corner led by Norma Simons, a random topic discussion, quick announcements, a 30-minute main topic or interview, and a closing segment to wrap things up.Subscribe to PROpulsion Live and become a part of our growing community of 1200+ dedicated professionals. Together, we're shaping the future of the financial planning profession. Don't miss out on the valuable insights, tips, and strategies that will propel your business or practice to new heights. Be part of the change and the journey towards a prosperous and impactful financial planning profession!If this is speaking your language or you listened to a few episodes and found value, then please subscribe or follow now and never miss an episode of PROpulsion Live, the show that empowers financial planners like you to thrive!
PROpulsion LIVE
Using Tech and AI to Unleash Your Potential
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How can financial planners use tech and AI in a practical way without losing the human side of advice?
In this episode of PROpulsion LIVE, we look at how tech and AI can help financial planners and advice businesses work better, serve clients better, and grow with more intention. This is not about chasing every new tool. It is about using the right tools in the right places.
We unpack how AI is changing customer behaviour, why human-centred design still matters, and where AI can help across the client journey. We also look at practical use cases such as meeting prep, meeting notes, follow-up emails, client education, marketing, business growth, onboarding, training, and more.
We also talk openly about the risks. AI is useful, but it is not flawless. Bias, hallucinations, and poor judgement can all create problems if advisers are not careful. That is why ethics, review, and human responsibility still matter.
If you are a financial planner, adviser, business owner, or leader in an advice firm, this episode will help you think more clearly about where to start and what to do next.
In this episode:
Why AI is already changing client expectations
How to keep advice human while using better technology
Simple ways to use AI before, during, and after meetings
How AI can support education, marketing, and business growth
Why it is often a process problem, not a tool problem
What financial planners need to watch out for when using AI
Subscribe for more episodes on building a better financial planning business.
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