Meeting preparation
Organise approved notes into a checklist of points to discuss.
AI for Financial advisers
Make more room for client conversations.
Explore where AI could support preparation and administration around your advice process.
Free · 30 minutes with Ted Deane
Meet Ted · 30+ years in software development.
Illustrative workflow
- InputApproved notes
- AI preparesPrepare a summary
- You checkAdviser reviews
Familiar work, a useful starting point
Put AI to work on familiar tasks.
Follow-up drafts
Prepare a draft email and outstanding-document list for an adviser to check.
Process mapping
Identify repetitive handoffs in your existing client service process.
Worked example
Prepare the review conversation
Illustrative example using fictional information.
AI prepares
Review preparation
You check · Responsible adviser
The adviser checks the client file and decides what belongs in the professional advice process.
The support is your choice
Choose the support that fits your work.
A pathway around your work
Build a skill you can use.
Learn preparation
Distinguish discussion points from recommendations.
Try a sample record
Compare the draft action list with your manual version.
Check traceability
Every action and figure must point back to the approved source.
Explore relevant learning
Learning that supports this task
A small sample of 30,000+ courses curated from around the world, all available to DoJo members.
AI for Work: Research, Writing and Preparation
The meeting-strategist lesson supports organising discussion points.
ChatGPT Privacy and Data Protection Basics
Data-protection practices support a safer decision about what client preparation material can enter an approved AI tool.
Before you start
Common questions
Can AI make client recommendations?
That is outside these administrative starting points. Advice, recommendations and client decisions require the appropriate professional process, responsibility and review.
What should I bring to the discovery call?
Bring one task, the tools you use and who checks the work. A fictional or de-identified sample can help.
Your next step
Bring one task to the conversation.
Discuss what you want to improve and a useful starting point in a free 30-minute conversation with Ted.
Bring one task, the tools you use and who checks the work. A fictional or de-identified sample can help.