Creating the Future of Financial Advice
Quality financial advice matters more as private capital grows and client expectations rise. This keynote shows advisors, platforms, and investment managers how AI amplifies the advisor rather than replacing them, and what a Humans + AI advice offer looks like.
Private capital will soon pass US$300 trillion globally, and client expectations keep rising. The winning advice offers combine the expertise and relationship strength of human advisors with technology, in a seamless, deeply personalized client experience.
Ross was formerly Global Director, Capital Markets at Thomson Financial and worked in international financial markets for Merrill Lynch. His first book, Developing Knowledge-Based Client Relationships, is a standard reference on professional client relationships, and he has a deep background in AI and its impact on professional services.
Keynote overview
- A seamless, personalized client experience. The offers that win combine advisor expertise and relationship strength with technology.
- AI that amplifies advisors. How AI removes drudgery from the advisor’s day and adds insight to client conversations.
- The advisor at the center. Why the advisor stays central to the relationship even as AI takes on more of the work.
- AI for marketing and growth. How AI supports advisor marketing and client acquisition.
- A framework for the transition. A practical model for Humans + AI in financial advice, covering advisors, platforms, and investment managers.
Who it is for
Financial advisors, advice networks, platforms, and investment managers, at conferences, congresses, and internal strategy events.
Recent keynotes
- The Role of AI in Financial Advice, Financial Advice Association Australia Congress (opening keynote and expert panel)
- Creating the Future of Stockbroking and Investment Advice, Stockbrokers and Investment Advisers Association
- Your Future in an Accelerating World, Australian Finance Group
- The Next 25 Years of Financial Advice, Investors Trust global conference, London
Framework: AI in the Future of Financial Advice
Ross does not usually present the full framework in a keynote, but its ideas on Humans + AI financial advice run through the talk in whatever form is most useful for the audience.
Related keynotes
Financial services · Investment management · Client relationships
Tailored to your audience
Every keynote is tailored to the client, audience, and event. Ross has delivered keynotes and strategy sessions in 35 countries.
