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What Good Looks Like: Using AI Well in Financial Advice

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Manage episode 501940309 series 2503255
Content provided by Francois du Toit. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Francois du Toit or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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* approach to adopting AI responsibly
✅ What “good” looks like in practice: real examples you can apply today
With new guidance from the *FSCA* on cloud computing and data offshoring , financial advisers in South Africa face stricter rules than ever before. Uploading client data into tools like ChatGPT is risky, and may soon be outright non-compliant. But that doesn’t mean you can’t benefit from AI. From drafting blogs to summarising client meetings, there are plenty of safe ways to start.
This episode is about building a client-centred, ethical approach that strengthens trust while helping you work smarter.
🔔 Subscribe to PROpulsion LIVE for more insights on financial planning, practice management, and the future of advice.
💬 What’s one low-risk way you’ll test AI in your practice this month? Share your thoughts in the comments!
––––––––––––––––––––––––––––––––––––––
ASCEND SUMMIT TICKETS:
https://www.propulsion.co.za/propulsi...
TAXSPACE WEBINAR:
https://us02web.zoom.us/webinar/regis...
ADMIN AND SUPPORT SURVEY:
https://www.propulsion.co.za/admin-an...
📊 Take the Professional Practice 10.0 Scorecard
🎯 https://www.propulsion.co.za/scoreyt
📘 Get the Financial Advisor Playbook
• Physical Book: https://www.takealot.com/the-financia...
• Digital Copy on Amazon:

  continue reading

159 episodes

Artwork
iconShare
 
Manage episode 501940309 series 2503255
Content provided by Francois du Toit. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Francois du Toit or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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* approach to adopting AI responsibly
✅ What “good” looks like in practice: real examples you can apply today
With new guidance from the *FSCA* on cloud computing and data offshoring , financial advisers in South Africa face stricter rules than ever before. Uploading client data into tools like ChatGPT is risky, and may soon be outright non-compliant. But that doesn’t mean you can’t benefit from AI. From drafting blogs to summarising client meetings, there are plenty of safe ways to start.
This episode is about building a client-centred, ethical approach that strengthens trust while helping you work smarter.
🔔 Subscribe to PROpulsion LIVE for more insights on financial planning, practice management, and the future of advice.
💬 What’s one low-risk way you’ll test AI in your practice this month? Share your thoughts in the comments!
––––––––––––––––––––––––––––––––––––––
ASCEND SUMMIT TICKETS:
https://www.propulsion.co.za/propulsi...
TAXSPACE WEBINAR:
https://us02web.zoom.us/webinar/regis...
ADMIN AND SUPPORT SURVEY:
https://www.propulsion.co.za/admin-an...
📊 Take the Professional Practice 10.0 Scorecard
🎯 https://www.propulsion.co.za/scoreyt
📘 Get the Financial Advisor Playbook
• Physical Book: https://www.takealot.com/the-financia...
• Digital Copy on Amazon:

  continue reading

159 episodes

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