How Henri le Grange prepared his business for AI

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Most financial advisers know AI matters. Far fewer know where to start.

The biggest mistake is starting with technology before the practice has clear values, clear processes, and a clear view of what should remain human.

In this episode of PROpulsion LIVE, Francois du Toit speaks with Henri le Grange, CFP®, principal of Le Grange & Associates, about how financial planning practices can prepare for AI in the right order.

Henri leads a fully digital practice within Old Mutual Personal Financial Advice. His practice serves professionals, executives, engineers, actuaries, and corporate workforces. It has also been named Old Mutual National Practice of the Year four times.

During the conversation, Francois and Henri explore the following:

• Why AI should start with values and process
• How to define the way advice gets done
• Where AI fits before, during, and after a client meeting
• How delegation runs through one task system
• Which parts of advice must remain human
• What can go wrong when automation is added too early
• Where a small practice with little budget should begin

The one big question for this episode is:

How should a financial planning practice prepare for AI before choosing the technology?

The goal is not simply to produce more work. It is to create more time for clients, the team, and the life the work is meant to support.

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