How Advisers Should Respond to AI Advice and Finfluencers

About this episode

This episode discusses how financial advisers should adapt to clients seeking advice from AI and social media influencers.

Send us Fan Mail Clients are getting financial advice from ChatGPT, TikTok, YouTube, and finfluencers before they ever speak to an adviser. So how should advisers respond? In this episode of PROpulsion LIVE, we unpack what this shift means for financial advisers and planners in South Africa. This is not a panic-driven conversation about AI or social media. It is a practical look at how advisers can respond when clients arrive with opinions, ideas, and recommendations from outside sources. ...

People in this episode

Host: Francois du Toit

Topics covered

• AI in finance
• financial advice
• social media influence
• client engagement
• financial planning

Keywords

• AI advice
• finfluencers
• financial advisers
• client opinions
• social media

Mentioned in this episode

Organizations: ChatGPT, TikTok, YouTube, finfluencers

Places: South Africa

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