Over the past two years, I’ve been deeply involved in exploring artificial intelligence (AI) and its practical uses in financial advisory services. This experience has given me valuable insights and hands-on knowledge in areas such as:

• Using Leading AI Tools: Hands-on experience with tools like ChatGPT, Gemini, Claude, and Copilot.
• Research and Analysis: Leveraging platforms like Perplexity and Gemini Deep Research to dive into complex topics.
• Content Creation: Producing written, audio, video, and visual content across different formats.
• Business Automation: Implementing 101 automations to streamline operations and improve efficiency.
• Thought Leadership: Delivering talks, training sessions, and publishing articles in respected financial advisory publications.

These experiences have only strengthened my belief in AI’s potential to positively transform our industry.

Introducing PROpulsion’s AI Training Programme

I’m pleased to share that PROpulsion launched an AI training programme for professional services businesses in South Africa.

The initial programme consists of three programmes:

1. A GENtle introduction to AI (aimed at beginners)
2. Prompting 101 (aimed at beginners)
3. Let’s build GPTs (aimed at intermediates)

As we build participants’ skills, we will add more advanced training sessions.

Who Is This Programme For?

Whether you’re experienced with AI or just starting out, this programme will help you:

• Understand AI’s Practical Applications: Learn how AI fits into financial advisory services.
• Choose the Right Tools: Identify the best AI tools for your business needs.
• Integrate AI Effectively: Seamlessly embed AI into your workflows to improve efficiency and client relationships.

Why It’s Important for 2025

AI isn’t just an option anymore; it’s essential for staying competitive and delivering exceptional value to clients.

If you’re interested in participating in this programme, please complete the expression of interest below.