Using Tech and AI to Unleash Your Potential

About this episode

This episode explores how financial planners can effectively use technology and AI while maintaining a human touch in their services.

Send us Fan Mail 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 w...

People in this episode

Host: Francois du Toit

Topics covered

• technology
• AI
• financial planning
• customer behavior
• human-centered design

Keywords

• financial planners
• AI
• technology
• customer behavior
• human-centered design

Mentioned in this episode

Organizations: financial planners, AI, tech

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