Go to ChatGPT: “Act as an objective observer of my life. One at a time, ask me 10 questions about my goals, habits, work, health, finances and relationships. Then tell me what patterns you see, where I’m likely holding myself back, and what one change would have the biggest positive impact over the next 90 days.”

Intelliflo has announced a major upgrade to its platform, bringing agentic AI into the heart of adviser workflows. In simple terms, the software won't just sit there waiting for instructions. It will continuously monitor activity, spot anomalies, prepare advisers for reviews, flag upcoming client decisions and adapt to the way individual firms work. The bigger picture? We're moving beyond AI as a tool and towards AI as an active participant in the advice process. The advice remains human. The decisions remain human, but the monitoring, preparation and routine oversight increasingly won't be. Our friend @Ian McKenna described the move as "throwing down the gauntlet" to the rest of the advice technology market. The question for advisers is no longer whether AI will become part of advice businesses. It's how quickly it becomes embedded in the systems you use every day. What do you think? Exciting step forward, or does it raise concerns around over-reliance on technology?👇

Episode 1 of 𝑻𝒉𝒆 𝑷𝒉𝒊𝒍² 𝑺𝒆𝒔𝒔𝒊𝒐𝒏𝒔 is out now on Spotify. In the first episode of The Phil² Sessions, Phil Calvert of LifeTalk and Phil Bray of the Yardstick Agency take a relaxed and unfiltered look at what's happening in financial adviser marketing and lead generation right now. They discuss practical examples of adviser marketing that are working, explore the growing impact of AI on search and lead generation, debate the merits of buying leads versus building your own marketing assets, and answer real-world marketing questions from advisers. The conversation covers everything from community-building and networking to websites, social proof, public speaking, PR and VouchedFor. No scripts and no jargon - just honest conversations about helping advice businesses grow. Subscribe on Spotify now: https://open.spotify.com/episode/2cgAV0ZLLS78nXykt3TZnJ?si=37f9383ecce448eb

Last chance to register for the hottest new podcast to arrive for financial advisers. 𝑻𝒉𝒆 𝑷𝒉𝒊𝒍² 𝑺𝒆𝒔𝒔𝒊𝒐𝒏𝒔 begin tomorrow, Friday 5th June at 10.30am. Live webinar followed up by the podcast. What's it all about? In a word - marketing! With decades of marketing experience between them, Phil Bray of the acclaimed Yardstick Agency and myself Phil Calvert will look at what's working for advisers, what's not, marketing news and updates and a deeper dive into a range of lead generation topics. Plus, we take your questions live and aim to help there and then. Register now at https://us02web.zoom.us/meeting/register/AbUPOLGIRhmvFnYc3C_mnw

You're welcome.