I strongly believe that every adviser business should have an outward-facing AI element to their proposition. Not just to help run your back office, but to help you to add additional value to your clients, prospects, website visitors and professional connections. I'm doing exactly that myself with Phil AI - a dedicated AI clone of me that has been trained on 48 years of experience working with IFAs, including all my books, webinars, podcast interviews, blogs and articles and conference speeches. There are literally tens of thousands of lines of training data that make up Phil AI. Hundreds of financial advisers have chatted with Phil AI, which has saved me countless hours of time. There's also a chargeable version which has created a new income stream for me 'while I sleep'. Yes, we really can do that these days! The full version of Phil AI costs advisers £499 for a year's access. Members of this group (that's you) get access completely free. Below: 1) A classy testimonial 2) Scan the code to access Phil AI 3) Scan the blue code to add Phil AI to your phone's home screen If you have any problems or Phil AI isn't being cooperative just get in touch. And if you would like your own AI tool like this, let me know and we can arrange a call.

Go to ChatGPT: “Act as an objective observer of my life. One at a time, ask me 10 questions about my goals, habits, work, health, finances and relationships. Then tell me what patterns you see, where I’m likely holding myself back, and what one change would have the biggest positive impact over the next 90 days.”

Intelliflo has announced a major upgrade to its platform, bringing agentic AI into the heart of adviser workflows. In simple terms, the software won't just sit there waiting for instructions. It will continuously monitor activity, spot anomalies, prepare advisers for reviews, flag upcoming client decisions and adapt to the way individual firms work. The bigger picture? We're moving beyond AI as a tool and towards AI as an active participant in the advice process. The advice remains human. The decisions remain human, but the monitoring, preparation and routine oversight increasingly won't be. Our friend @Ian McKenna described the move as "throwing down the gauntlet" to the rest of the advice technology market. The question for advisers is no longer whether AI will become part of advice businesses. It's how quickly it becomes embedded in the systems you use every day. What do you think? Exciting step forward, or does it raise concerns around over-reliance on technology?👇

It would be interesting to know if anyone here has tried/experienced this? "Financial Planning firm Rosemount Financial Solutions has added a new artificial intelligence (AI) tool to speed up financial promotion approvals for its adviser members." https://www.financialplanningtoday.co.uk/news/network-adds-ai-financial-promotions-tool?

Here's my recent interview with Jym Brown, COO of Ningi - you might find it useful... https://player.mux.com/yR00wfSW3mgcrfOwBRSDZjsQuq5VNm48zKjyCW3urEEs