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Clients are getting financial advice from ChatGPT, TikTok, YouTube, and finfluencers before they ever speak to an adviser. So how should advisers respond?
In this episode of PROpulsion LIVE, we unpack what this shift means for financial advisers and planners in South Africa.
This is not a panic-driven conversation about AI or social media. It is a practical look at how advisers can respond when clients arrive with opinions, ideas, and recommendations from outside sources.
In this episode, we cover:
why clients are turning to AI, TikTok, YouTube, and finfluencers
what makes this risky for clients
why human advisers still matter more than ever
how advisers should respond when clients bring outside advice into the conversation
what advisers need to do next to stay relevant, trusted, and useful
The real issue is not that clients are getting information from everywhere. The real issue is whether advisers know how to respond with clarity, confidence, and good judgement.
If you are a financial adviser, planner, practice owner, or team leader, this episode will help you think more clearly about trust, accountability, and the changing role of advice.
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