What Good Looks Like: Using AI Well in Financial Advice

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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!
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