What if your ethics CPD this year actually made you a better advisor? Dr. Katherine Hunt, PhD-qualified financial planner and internationally recognised speaker on ethical growth, joins Basis Points to reveal how advisors can use client psychology and AI to scale trust, deepen relationships, and build a practice that compounds over generations.

In this episode:

00:00 AI Era Client Experience

00:30 Ethics and Adviser Mindset

03:00 Ego and Ethical Growth

06:02 Scaling Trust and Connection

09:56 AI, Trust, and Systems

14:34 The Human Code Framework

16:35 What Clients Truly Value

18:53 Fear, Growth, and AI

22:44 Future of Successful Advisers

23:44 One Action to Improve

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CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz here to claim your points.

0.5 Total Hours

Knowledge Requirements: Ethics (0.50 hour) Legislated CPD Areas: Professionalism and Ethics (0.50 hour)

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