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AI is changing what clients pay advisers for.

Research, file notes and first-draft reports are moving to software. The value moves to judgement, planning and the client relationship. Here is how firms make that shift.

Showing the advisers' version

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The New Model for advice firms. Six moves, in order.

The same six moves as every profession, with examples, checklists and timings written for IFAs and wealth managers. Mortgage and protection advisers have their own version of the six moves.

  1. 1

    Take stock

    Map every service and fee against what AI can already do, and score your firm on the six principles before you change anything.

    Move 1 →

  2. 2

    Build AI capability

    Train the whole team to use AI properly, set the firm's rules for using it safely, and make it part of the working week.

    Move 2 →

  3. 3

    Hand over the legwork

    Move research, admin, file notes, first drafts and portfolio monitoring to AI inside a checked process, so advisers spend their time with clients.

    Move 3 →

  4. 4

    Build your own digital offering

    Replace articles, blogs and calculators with client tools under your own name: an assistant, short video and a household hub clients use between meetings.

    Move 4 →

  5. 5

    Reprice and scale

    Replace the percentage-of-assets fee with published subscriptions or fixed fees, and use the time AI frees to serve more households.

    Move 5 →

  6. 6

    Become the firm AI recommends

    Rewrite the firm's public presence so AI assistants, answer engines and agents acting for clients can find you, understand you and recommend you.

    Move 6 →

Not sure where your firm is? Four questions, two minutes.

Take the check

AI training for financial advisers

Practical lessons on the work financial advisers actually do, with a certificate for every module you finish.

Lessons

34

Modules

8

CPD

8 hrs

  1. 1

    AI fundamentals for financial advisers

    5 lessons

  2. 2

    Practical AI use

    5 lessons

  3. 3

    Prompt engineering

    4 lessons

  4. 4

    Deep dives

    4 lessons

  5. 5

    Client communications

    4 lessons

  6. 6

    Back office operations

    4 lessons

  7. 7

    Third-party AI tools

    4 lessons

  8. 8

    Email and phone communications

    4 lessons

Go to the course

Counts towards your 35 hours of FCA CPD. Free for members.

AI training for financial advisers, module one

AI training for financial advisers, module one

The AI Mismatch, advisers edition, cover

White paper · Advisers edition

The AI Mismatch

Much of the AI being sold to advice firms doesn't fit how they work. This paper explains why, and what to do instead.

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