Skip to content
TrackPodcasts
businessApr 26, 202630:25failed

How Advisers Should Respond to AI Advice and Finfluencers

PROpulsion LIVE

Get every episode summarized

Each time PROpulsion LIVE publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.

Email me new episodes

Free for 3 shows. No card needed.

About this episode

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.

In this episode, we cover:

why clients are turning to AI, TikTok, YouTube, and finfluencers
what makes this risky for clients
why human advisers still matter more than ever
how advisers should respond when clients bring outside advice into the conversation
what advisers need to do next to stay relevant, trusted, and useful

The real issue is not that clients are getting information from everywhere. The real issue is whether advisers know how to respond with clarity, confidence, and good judgement.

If you are a financial adviser, planner, practice owner, or team leader, this episode will help you think more clearly about trust, accountability, and the changing role of advice.

Subscribe to PROpulsion LIVE for weekly conversations on building better advisers and better advice businesses.

#FinancialAdviser #FinancialPlanner #AIAdvice #Finfluencers #ChatGPT #FinancialPlanning #SouthAfrica #WealthManagement

Hosts & guests

No transcript yet

This episode has not been transcribed. Request it and it moves to the front of the queue.

How Advisers Should Respond to AI Advice and Finfluencers

PROpulsion LIVE

0:00
30:25

More episodes

More from PROpulsion LIVE

View all episodes →