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Our Exclusive Webinar for Financial Advisers
25th September 2025 | 1pm

Are You Drowning in Admin Whilst Your Competitors Race Ahead?

As a Financial Adviser, you're facing unprecedented challenges. Client expectations are higher than ever, regulatory demands continue to grow, and you're spending more time on paperwork than with clients. Meanwhile, you're hearing about AI everywhere – but which tools actually work in our regulated environment?

The Reality Check:
You're working longer hours but seeing diminishing returns
Administrative tasks consume 40% of your day
Clients expect faster, more personalised service
New AI solutions appear weekly, but most don't understand financial services
Your tech stack is already overwhelming – do you really need another system?
The Opportunity:

Forward-thinking advisers are already using AI to transform their practices, freeing up time for high-value client work whilst delivering superior service. But they're not falling for every AI sales pitch – they're making strategic, informed decisions.

And we are delighted to be able to show you exactly how you can join them.

On 25th September 2025, we have secured two expert speakers to show you exactly what you need to implement to reap the rewards that AI has to offer.

What You'll Discover at This Essential Webinar:

1. Immediate Practical Applications:

AI tools that actually work in FCA-regulated environments
Specific ways to reclaim 10+ hours per week from administrative tasks
How to enhance client service without increasing workload
The difference between AI hype and genuine business transformation

2. Strategic Technology Decisions:

Which AI investments are worth making now vs waiting
How to evaluate AI vendors who truly understand financial advice
Red flags to avoid when considering new technology
Building a future-ready practice without overwhelming your team

3. Real Results, Not Marketing Promises:

You'll leave with actionable insights, specific tools you can implement immediately, and the knowledge to separate genuine AI opportunities from expensive distractions.

Speaker 1: Charlie Reading

Transform Your Financial Advisory Practice with AI

Stop Working Harder – Start Working Smarter

Charlie Reading, former Financial Adviser turned professional coach and early AI adopter, shows you exactly how AI can revolutionise your daily operations.

What Charlie Will Cover:

1. Immediate AI Applications for Your Practice:

Automate routine administrative tasks that consume 40% of your day
Use AI to draft client reports, leaving you to review and personalise
Generate compliant marketing content for different client segments
Streamline your fact-finding and risk profiling processes

2. Client Service Excellence:

Provide faster responses to client queries with AI-powered research
Create more engaging client presentations using AI-generated insights
Enhance your financial planning recommendations with AI data analysis

3. Business Growth Through Efficiency:

Free up 10+ hours per week for client-facing activities
Handle larger client banks without additional staff costs
Reduce time from initial enquiry to advice delivery

4. Practical Takeaways:

Charlie will share specific AI tools and prompts you can implement immediately, plus a clear 90-day action plan to integrate AI into your daily workflow – all whilst maintaining FCA compliance.

Speaker 2: Jym Brown, COO of Ningi

The Future of Advice-Tech – Beyond the AI Hype

Separating AI Reality from Marketing Fiction

Jym Brown cuts through the AI noise to show you what actually works in financial advice. While countless vendors promise AI will solve all your problems, Jym reveals the truth about what AI can and can't deliver in our highly regulated industry.

What Jym Will Cover:

1. Agentic AI That Actually Works:

How next-generation AI agents can handle complex, multi-step advisory processes
Real-world examples of AI completing entire workflows autonomously
The difference between basic chatbots and truly intelligent AI systems
Why agentic AI represents the biggest leap forward since CRM systems

2. Cutting Through the AI Sales Pitch:

Which AI claims are genuine breakthroughs vs. repackaged existing technology
Red flags to spot when evaluating ‘revolutionary’ AI solutions
Why most AI tools fail in regulated environments – and what to look for instead
The hidden costs of adding yet another system to your tech stack

3. Building Future-Ready Advisory Practices:

Essential criteria for AI tools that will actually survive regulatory scrutiny
How to evaluate AI vendors who understand FCA requirements from day one
Strategic technology decisions that enhance rather than complicate your operations
Why integration beats innovation when it comes to sustainable growth

4. The Honest Truth About AI in Advice:

Jym's insider perspective on where AI genuinely transforms advisory businesses versus where traditional solutions still reign supreme.

Don't Let Your Competition Get Ahead – Secure Your Spot Today

This webinar brings together two industry experts who understand the real challenges facing UK Financial Advisers. You'll get practical, actionable insights – not generic AI hype or sales pitches.

What You'll Walk Away With:
Specific AI tools you can start using immediately
A clear framework for evaluating new technology
Strategies to reclaim hours of your week for high-value work
The confidence to make smart technology decisions for your practice
Who Should Attend:
UK Financial Advisers looking to work more efficiently
Practice owners wanting to scale without overwhelming their team
Advisers curious about AI but unsure where to start
Anyone tired of technology promises that don't deliver

Date: 25th September 2025

Time: 1:00pm - 2:30pm

Format: Live Online Webinar

Register Now – Limited Spaces Available

The advisers who embrace the right technology today will lead the industry tomorrow. Will you be among them?

Embracing AI & Technology: The Future of Financial Advice

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