When Terry Blackburn kicked off the August AI for Advisers training, the energy was electric.
“I’m back from holiday — refreshed, ready — and honestly, I can’t wait to get back to work,” he laughed.
That enthusiasm set the tone for what became one of the most exciting and practical Wealthy Advisers Club sessions yet.
Terry didn’t just talk about AI — he demonstrated it in real-time, showing how tools available right now can transform how advisers run their businesses.
From automating inboxes and client follow-ups to creating digital clones that record videos for you — this wasn’t theory. This was the future, and it’s already here.
💡 Why AI for Advisers Matters More Than Ever
Terry’s mission is clear and consistent:
“We’re here to rebuild the financial services industry — one results-driven adviser at a time.”
That means mastering three pillars:
- Lead Generation – old school and new school, from referrals to paid ads and AI-driven social media.
- Sales Skills – timeless fundamentals, advanced psychology, and closing mastery.
- Technology & Efficiency – using tools like AI to save time, reduce stress, and scale faster.
And AI sits at the heart of that third pillar.
The financial advice industry is changing rapidly, and Terry believes advisers who fail to adapt risk becoming irrelevant:
“The rulebook we’ve always known has changed — big chunks of it already. And it’ll keep changing. If you’re not embracing AI, you’ll fall behind those who do.”
🧠 The Three Levels of AI Advisers Must Understand
Before diving into tools, Terry broke down the three types of AI every adviser should know:
1️⃣ Traditional AI
This is what most people are familiar with — tools like ChatGPT.
You ask a question or give a command, and it responds.
It’s like a very clever assistant — but still reactive.
2️⃣ Agentic AI
This is the next level.
Agentic AI doesn’t just respond — it acts.
You give it a goal, and it works through multiple steps to achieve it autonomously.
“Think of it like a junior broker who just gets on with things,” Terry explained.
“You tell it what you want, and it figures out how to get there.”
He then did a live demo using ChatGPT’s new “Agent Mode”, released only weeks earlier.
3️⃣ AGI – Artificial General Intelligence
This is the scary (and exciting) future.
AGI represents superhuman intelligence — capable of learning, reasoning, and performing complex tasks faster and more accurately than humans.
While it’s not fully here yet, it’s coming fast.
“Think of it as hiring the best broker in the world — who never sleeps, never gets tired, and doesn’t make mistakes. That’s AGI.”
🏦 What AI Means for Financial Advisers
So what does this all mean in practice for advisers, brokers, and wealth managers?
It means three huge opportunities — right now:
1. Creative Power for Marketing & Content
Advisers can now generate social media posts, email campaigns, and even professional headshots using AI — saving hours and cutting marketing costs dramatically.
Terry shared how he uses Photo AI to create high-quality profile images and branded visuals — without hiring photographers or designers.
He also demonstrated HeyGen, a tool that allows you to clone yourself on video.
Upload a few clips of yourself speaking, give it a script (even written by ChatGPT), and your AI version can present on video for you.
“You can literally create videos that look and sound like you — without recording them yourself,” Terry said.
“Train it well enough, and people won’t even be able to tell the difference.”
2. Massive Time Savings Through AI Automation
AI is no longer just creative — it’s operational.
Terry highlighted Fixer.ai, a tool that plugs into Gmail or Outlook and instantly categorises every incoming email.
It:
- Deletes spam automatically
- Categorises messages by urgency or topic
- Writes draft replies for you based on past conversations
“My PA used to spend two hours a day sorting my inbox. Fixer does it instantly,” Terry shared.
“It even integrates with Zoom and Meet, so if a client emails about something you discussed in a meeting — it knows what you talked about.”
For busy brokers juggling client updates, lender emails, and compliance paperwork — that’s game-changing.
3. Better Decision-Making with Rational.ai
When facing a business or client challenge, advisers often rely on gut instinct. But AI brings logic, structure, and clarity.
Rational.ai helps by:
- Analysing situations
- Running cost-benefit and consequence analysis
- Removing emotional bias
- Offering logical, data-backed suggestions
“It’s like having a board of directors giving you unemotional, smart advice — instantly,” Terry said.
Whether it’s deciding to hire, restructure, or pivot strategy — this tool gives advisers clarity fast.
🧩 Live Demo: ChatGPT Agent in Action
Terry then did something truly eye-opening.
He opened ChatGPT’s new Agent Mode and gave it a live instruction:
“Book me travel and accommodation from London to Manchester for October 2nd. Budget £500. I want a Michelin-star restaurant for dinner.”
What happened next stunned the audience.
The AI opened multiple tabs, browsed train schedules, searched hotels, compared prices, found restaurants, and presented a full itinerary — complete with booking links and pricing.
It even offered to book everything automatically using stored payment details.
“That took five minutes. My PA couldn’t do it faster,” Terry said.
“Now imagine giving it a spreadsheet of clients and asking it to email them all for reviews. It could write, send, and book appointments in your diary automatically. That’s not the future — that’s now.”
📈 The Bigger Picture: A New Type of Adviser
The AI-powered adviser isn’t a replacement for the human one — it’s an evolution.
“AI won’t replace advisers — but advisers who use AI will replace those who don’t.”
Advisers who adopt these tools today can:
✅ Work faster
✅ Handle more clients
✅ Eliminate admin stress
✅ Generate content consistently
✅ Boost lead gen and conversions
Those who ignore it risk being left behind.
“AI is the internet on steroids. We can’t go back — it’s here to stay. Embrace it or fall behind.”
💬 Real Talk: What’s Next
Terry closed the August session by giving a glimpse of what’s coming next for the Wealthy Advisers Club community:
- AI Salespeople: Fully-trained AI agents being developed to text, email, and soon even call clients.
- Monthly AI Updates: Regular sessions to keep members at the cutting edge.
- Quarterly Live Events: Including the October 2nd Manchester Event featuring live demos and guest experts.
“You can literally start building your own AI team now. They don’t take holidays, they don’t need training, and they don’t quit. That’s the opportunity we’ve got.”
🏁 Final Thoughts
Terry left members with one clear message:
“If you’re burying your head in the sand, you’re in danger. This is happening whether we like it or not — but if you embrace it, it’s the biggest opportunity of your career.”
AI isn’t about replacing humans — it’s about amplifying humans.
Advisers who understand that now will lead the new wave of wealth professionals.
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