Your competitors aren't working harder. They're working with better intelligence. AI and data are reshaping how advice is delivered, and the gap between those who've operationalised it and those who haven't is widening fast.
Mike Mulder returns with the next Digital Lowdown to cut through the hype and get into what this actually looks like in practice.
What you'll take away:
Meet the speakers
Robin Hall has spent over 20 years in financial planning, retirement structuring, and risk management, and has been quietly building the tech stack to match. As an independent adviser based in Cape Town, he brings a practitioner's lens to AI adoption: what's actually working inside a live practice, and what it takes to free yourself up for the advice that matters.
Liana Ahrens Teixeira is a Certified Financial Planner and founder of LPJ Financial Services and LPJ Analytics, with over 30 years spanning financial planning, investment strategy, and data science. She's developed a proprietary framework that integrates business analysis with data analytics and strategic planning, and she'll be bringing that rigour to the question of where AI adoption is heading and what separates firms that scale it from those that don't.
AI is only as effective as the data behind it, and the reason is simple: poor data drives flawed insights and compliance risk. Strong data enables accurate, trusted, and scalable advice. Adviser Intelligence = AI + Data + human judgement, and the limiting factor isn't the technology, it's data quality and execution discipline.
