Avoiding Common Pitfalls When Implementing AI in Your Advice Firm

AI is rapidly transforming financial advice, but many firms are making costly mistakes when adopting new tools. From poor template fit to lack of integration and unclear pricing, the wrong decisions can lead to wasted time, budget, and lost momentum. In this session, we’ll walk through a proven framework, based on insights from 350+ UK advice firms and over 121,000 reports generated, to help you evaluate and implement AI effectively. What You’ll Learn: How to assess AI tools based on real-world advice firm needs The risks of standardised templates vs flexible solutions Key readiness indicators before adopting AI A structured framework for comparing tools and running pilots Speakers: Lee Old – Co-Founder, The Financial Planning Club Alan Gurung – Co-founder & CEO, AdvisoryAI