How do you bring AI into your advice firm the right way?Not by bolting it onto broken processes, but by rethinking how your business could run using the latest technology.In this live conversation, Melo's Chief Innovation Officer, Ben Wright, sits down with Tom Hind of Saturn AI and Head of Progress at Melo, Kath Harvey, to explore how AI is reshaping financial planning.You’ll learn:💡 Where AI adds real efficiency (and where it doesn’t)⚙️ Why process design must come before tech🧠 How to build firm-wide adoption that actually sticks🚀 What an “AI-empowered paraplanner” could look like📊 How the best firms are using AI to create more human advice experiencesIf you’re a leader or operations head in financial planning and want to use AI to make your firm run better, this one’s for you.00:00 – Show intro01:00 – Why “make shift happen”05:40 – What AI is (and isn’t) for advice firms13:10 – Process before tech: the non-negotiable21:30 – Note-taking & data quality wins30:45 – Report writing reality check39:20 – The AI-empowered paraplanner48:10 – Getting client consent to record meetings54:00 – Hiring, roadmaps & picking providers58:30 – Final takeaways & next steps👉 Listen now, take notes, and get ready to make shift happen.📥 Download our free guide: “Approaching AI in Financial Planning”🌐 Learn more at https://melo.co.uk/events-ai-financial-planning/📧 Or get in touch at [email protected]#FinancialPlanning #ArtificialIntelligence #AIForAdvisers #WealthManagement #FinTech #FinancialAdvice #Melo #SaturnAI #BusinessEfficiency #AIImplementation #AdviceFirms #FinancialServices #FutureOfFinance