Mar '25 • AI & Tech 🤖
AI isn't just there to speed things up - it's also there to slow you down
There’s a common misconception that great business coaches are the ones who always have the answers. In reality, the best coaches don’t tell you what to do. They help you see more clearly, ask the right questions and challenge your thinking so you can make sharper decisions and set your own direction.
It’s the same when it comes to AI.
Right now, the conversation around AI in financial advice tends to focus on back-office efficiencies - automating admin, producing content, suitability reports, saving time.
Exciting? Yes.
Game changing? Not really.
AI does all that brilliantly. But that’s barely scratching the surface of its potential.
Where AI becomes truly powerful is when you start using it not just as a task assistant, but as your personal business coach and consultant.
Available 24/7. No diary juggling required.
But, and this is crucial - it’s not there to replace your judgement or hand you every answer on a plate.
Used properly, AI becomes the ultimate sounding board. It can hold a mirror up to your business. Help you challenge assumptions. Pressure-test ideas. Encourage you to reflect, spot gaps and see new opportunities.
AI isn’t just there to speed things up - it’s there to slow you down, in the right way. To make you pause, question and see your business from angles you hadn’t considered.
That’s the real opportunity. Not just efficiency, but insight. Not just productivity, but perspective. Because when you use AI to stretch your thinking, not just automate tasks, you don’t just get more done. You make better decisions.
So if you’re only using AI for admin, there’s a far bigger role waiting for it to play. Here’s an example prompt to try:
"Hi ChatGPT. Act as my personal business coach. I am a financial adviser who has relied heavily on referrals for new clients, but I think I could be getting more and higher quality introductions. Challenge me: What questions should I be asking myself to uncover untapped ways to attract more of the clients I really want?
Assume I may have overlooked key opportunities. Push me to think differently and challenge my answers."
Notice how the prompt isn’t asking for a checklist - it’s asking the AI to challenge and question you.
What would change if you had access to an experienced coach who was always on call… and who knew your business inside out?
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AI isn't just there to speed things up - it's also there to slow you down
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