Advisers: Let's be honest about AI...

The AI conversation is everywhere - but many financial advisers tell us it feels overhyped and overwhelming because there is so much choice. You’re busy enough - what you actually need is:

  • Someone to filter the AI noise for you
  • Practical and easy ways to apply it (without jargon)
  • AI tools to support your personal and business development - not just speed up admin and compliance
  • A simple system that keeps you ahead on AI, without adding to your workload

👉 That’s exactly why financial advice professionals are subscribing to AI Essentials 🚀.


It’s designed specifically for advisers - self-employed, employed, DA or networked who want to understand and use AI strategically, not reactively. AI Essentials helps you with:

  • Personal growth
  • Business development
  • Creating great client outcomes
AI Newsletter for Financial Advisers

We Believe that Every Financial Adviser can Benefit from AI


We know that every adviser is starting their AI journey from different places. Some are nervous and concerned about it, some are eager and excited and some are just curious. We've got everyone covered.

Here's what's included in AI Essentials...

AI Essentials Newsletter

Includes:

  • A concise, easy to read weekly newsletter for financial advisers that's focused on business & personal development with AI
  • Questions, thought-starters and prompts to use with AI that hold a mirror up to you and your business - revealing blind spots and unlocking growth
  • Reflective questions and ChatGPT prompts that help you step back, spot gaps in your thinking and develop yourself as much as your business
  • Up to date news on AI that is relevant to financial advisers

Your investment is £45 per month. Only £14.99/month during launch (Save 66%).

No ongoing commitment. Cancel anytime. Pay safely & securely.

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£14.99/month
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Your Free Bonuses

It's not just a newsletter - here's how else you benefit:

  • Monthly 'Lunch & Learn' Zoom calls (all recorded)
  • Access to a dedicated AI Prompt Coach for financial advisers (Value £299/year)
  • AI Readiness scorecard
  • Hard copy & digital Prompt Book (ships May 2025)
  • Immediate full membership of the Adviser Growth Community and AI discussion thread (Value £348/year)
  • Private AI Classroom in the Adviser Growth Community
  • Plus: Access to the “30 AI Prompts to Challenge Your Business Thinking as a Financial Adviser” Quick Start PDF for the first 50 to subscribe

👉 Your first newsletter arrives Monday 31st March 2025 and then weekly thereafter

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Option 2: Premium Newsletter


All of the above and bonuses, plus:

  • Quarterly deep dive workshops
  • Peer discussions and expert-led strategy sessions
  • Advanced AI use cases for financial advisers
  • One-to-one strategy clinic to spot areas where you may be stuck, unclear or leaving growth opportunities untapped
  • Explore how AI can help develop new client propositions, marketing approaches and alternative income streams

£59/month or £549 single payment

No ongoing commitment. Cancel anytime.

Pay safely and securely

Why subscribing to AI Essentials is a no-brainer for Financial Advisers:


  • Real clarity on AI as it affects financial advisers
  • You’ll stay ahead of AI changes & opportunities before others catch up
  • And most importantly - you’ll apply AI where it makes a real difference

The AI Essentials newsletter is from Philip Calvert - author of

"Embracing the Future Present: The Financial Adviser's Roadmap to AI Adoption."

AI for Financial Advisers

Have a question before you join us?

Get in touch.

“AI is moving fast. AI Essentials is how you stay ahead."

Philip Calvert, Founder of LifeTalk

AI Newsletter for Financial Advisers