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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 where AI can help across the client journey. We also look at practical use cases such as meeting prep, meeting notes, follow-up emails, client education, marketing, business growth, onboarding, training, and more.

We also talk openly about the risks. AI is useful, but it is not flawless. Bias, hallucinations, and poor judgement can all create problems if advisers are not careful. That is why ethics, review, and human responsibility still matter.

If you are a financial planner, adviser, business owner, or leader in an advice firm, this episode will help you think more clearly about where to start and what to do next.

In this episode:

Why AI is already changing client expectations
How to keep advice human while using better technology
Simple ways to use AI before, during, and after meetings
How AI can support education, marketing, and business growth
Why it is often a process problem, not a tool problem
What financial planners need to watch out for when using AI

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#FinancialPlanning #AIForAdvisers #AdviceBusiness #ClientExperience #FinancialAdvisers

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In this Part 2 conversation with Johann Maree, we take on the hard questions that came out of the last episode on fee-based advice.

We talk plainly about how a book (or rather a business) is valued, how fees are collected, what to do when clients default, and how to think about clients who cannot afford advice right now. We also unpack LVC, whether the old formula still works, and what advisers need to rethink in light of regulation and AI.

Most of all, we tackle the big question: how do you move from your current model to a fee-based business in real life? Johann shares a practical 90 to 120-day way to start making the shift.

This is a direct conversation for financial planners, advisers, and firm owners who want honest answers, not safe ones.

In this episode:

How a book of business is really valued
How fee collection works in practice
What to do about bad debt and defaults
How to serve clients who cannot pay now
What LVC means and whether it still matters
The 7 steps to moving to a fee-based model
A 90 to 120-day plan to begin the transition

If this episode helps you, please like, subscribe, and share it with another adviser or planner.

#FinancialPlanning #FeeBasedAdvice #FinancialAdvisers #AdviceBusiness #PracticeManagement

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What is the difference between practice management and business management, and why does it matter so much for financial advisers today?

In this episode of PROpulsion Live, I speak with Johann Maree about why advice firms need to be run as proper businesses, not just busy adviser-led practices. With more than 35 years of experience across South Africa and Australia, Johann shares what he has learned about business models, client segmentation, fee-for-service, client engagement, adviser behaviour, and the systems that help advice firms grow.

This conversation is for financial advisers, planners, and firm owners who know they need to step back from daily pressure and start building a stronger business. We unpack what business management looks like in an advice firm, where many firms go wrong, and what leaders should be doing now to build something more stable, more valuable, and easier to run.

In this episode, we cover:

- the shift from practice management to business management

- the signs your business depends too much on the owner

- the biggest business gaps in advice firms

- strategic planning for advice businesses

- client segmentation in a practical way

- fee-for-service and client value

- client engagement as a business issue

- the first steps to take in the next 90 days

Johann brings deep experience in advice business leadership, behavioural finance, coaching, and adviser development. This is a practical conversation for anyone who wants to build a better financial planning business.

If this episode helps you, please like, subscribe, and share it with another adviser or planner.

#FinancialPlanning #FinancialAdvisers #PracticeManagement #BusinessManagement #AdviceBusiness