Send us a text It’s the Season 6 Finale of PROpulsion LIVE, and we’re ending the year with a conversation that many advisers will relate to. In this episode we look at the changing adviser landscape and the decisions solo advisers are weighing up as regulation, admin, and client expectations grow. Zeyn shares what he is seeing across the profession, how COFI may shape the future, and why support structures are becoming part of the discussion for more practices. We explore the solo path, the...
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Send us a text It’s the Season 6 Finale of PROpulsion LIVE, and we’re ending the year with a conversation that many advisers will relate to. In this episode we look at the changing adviser landscape and the decisions solo advisers are weighing up as regulation, admin, and client expectations grow. Zeyn shares what he is seeing across the profession, how COFI may shape the future, and why support structures are becoming part of the discussion for more practices. We explore the solo path, the...
What Good Looks Like: Using AI Well in Financial Advice
PROpulsion LIVE
33 minutes
4 months ago
What Good Looks Like: Using AI Well in Financial Advice
Send us a text AI is changing financial advice, but are you using it responsibly in your practice? In this episode of **PROpulsion LIVE**, Francois du Toit explores how advisers and planners can bring AI into their businesses without putting clients, or compliance, at risk. We’ll look at: ✅ Why responsible AI matters for advice firms ✅ The biggest risks: bias, data breaches, and explainability gaps ✅ How the *FPI Code of Ethics* provides a clear guide for AI use ✅ The *Crawl–Walk–Run* a...
PROpulsion LIVE
Send us a text It’s the Season 6 Finale of PROpulsion LIVE, and we’re ending the year with a conversation that many advisers will relate to. In this episode we look at the changing adviser landscape and the decisions solo advisers are weighing up as regulation, admin, and client expectations grow. Zeyn shares what he is seeing across the profession, how COFI may shape the future, and why support structures are becoming part of the discussion for more practices. We explore the solo path, the...
