How to use AI beyond the back office...

For most financial advisers, AI has so far been framed as something firmly back-office based - meeting notes, summaries, suitability reports and admin.

Useful, yes – but very limited. This guide was written to challenge that narrow view.

200 Practical Ways Financial Advice Professionals Can Use AI Beyond the Back Office shows how AI can support the areas where advisers still add the most value: thinking, judgement, communication, relationships and experience.

It’s not about tools or tech - it’s a carefully structured menu of ideas designed to widen how you see what AI can do alongside you, not behind the scenes.

This is a thinking-led guide for advisers who want to work more deliberately, attract better-fit clients and build a business that supports both growth and balance.

If even two or three ideas change how you approach conversations, decisions or your own development, it will have paid for itself many times over.

1) Special Report: ~~£179~~

£49 for a limited period