2. Philip Calvert

Embrace the AI Revolution in Financial Advice!

In “How to Move Beyond the Basics,” Philip Calvert, a seasoned expert with over 45 years in the financial advice industry, unpacks the transformative power of AI for financial advisers, IFAs and financial planners. This book goes beyond the hype, providing practical insights into how AI can revolutionise your practice.

Philip dives into how AI is reshaping client expectations, enabling advisers to scale their reach and explore new revenue streams. Whether you are curious, cautious or already excited about AI, this book offers a step-by-step guide to integrating AI into your business while maintaining that personal, human touch that clients value.

• Discover How AI Can Enhance Personalisation: Use AI to provide tailored advice and educational content, building deeper client relationships.
• Learn About New Revenue Opportunities: Explore how to monetise your expertise through AI coaching, chargeable online communities, premium newsletters and more.
• Overcome Common Concerns: Address issues like data security and the fear of losing the human element in your practice.
• Future-Proof Your Business: Understand where the industry is headed and how to position your practice for long-term success.

With real-world examples, practical tips and a forward-thinking mindset, this book is an essential guide for any adviser looking to move beyond basic AI applications and truly transform their business.