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AI keynotes · financial advice and wealth management · Australia

AI keynotes for financial advisers, planners and wealth managers.

Practical AI sessions for adviser conferences, licensee events and association days. Plain English, real examples, and prompts your members can use on Monday, within their compliance obligations.

  • 250+ keynotes and 100+ workshops, including the Morgans Financial Adviser Conference
  • Tailored to advice: file notes, client reviews, research, content
  • Compliance-aware: where AI helps, and where it must not touch advice
Check Adam's availability → Where Adam has spoken
Adam Franklin delivering an AI keynote to financial advisers and wealth managers

Adam Franklin is an AI keynote speaker for financial advisers, planners and wealth managers, based on the Sunshine Coast and speaking across Australia. Over 21 years he has delivered more than 250 keynotes and 100 workshops, including the Morgans Financial Adviser Conference. His sessions are practical and compliance-aware, clear on where AI helps with file notes, client reviews, research and content, and where it must stay away from advice, and the room leaves with AI resources they can use straight away.

Adam Franklin is an AI keynote speaker for financial advisers, licensees and wealth teams. He frames AI around the advice process, from preparing for client reviews to drafting and research, and is clear about where adviser judgement and compliance must stay in the loop. He has presented to adviser audiences including Morgans, Capstone and Matrix.

Built for advice & wealth audiences

AI that respects how advice actually works.

Shaped to the room: financial planning, wealth management, funds, equities or stockbroking.

01

File notes in minutes

Turn a client meeting into clean, compliant file notes and follow-up actions, fast.

02

Faster review prep

Summarise portfolios, fact-finds and prior advice so review meetings start ahead, not behind.

03

Research & commentary

Draft market commentary and client-friendly explanations of complex strategies in the adviser's voice.

04

Compliance first

Clear guardrails: where AI assists the process, and where the best-interests duty keeps a human in the loop.

05

Stay visible

LinkedIn, email and content that builds trust with clients and centres of influence, authentically.

06

Take-home AI resources

An advice-specific AI resources the room keeps and uses the next morning.

Keynote · 45–60 min · also a breakout

AI for Financial Advisers: add 10 hours a week

Adam's flagship session, tailored for advice. The promise: put 10 hours back in an adviser's week with AI, freeing time for the client relationships that compliance and good advice depend on.

  • Where AI saves advisers the most time, by task
  • How to make AI write in the adviser's voice, not a generic chatbot
  • A practical, compliance-aware framework for client work
  • Using LinkedIn and content to stay visible (as delivered for Morgans advisers)
  • An advice AI resources the room can use immediately
Adam Franklin presenting AI to a finance audience
Who this is for

Built for the person putting the program together.

If you are the conference organiser at a licensee or dealer group, the PD manager responsible for CPD hours, the event manager at an adviser association, someone on the education committee, or the principal running a practice day, this session is built for your room.

Your audience might be financial advisers, paraplanners, practice managers, wealth managers or stockbrokers, and everything they do sits inside a compliance regime. Adam has worked with Morgans, Capstone Financial, Matrix and ClearView, Guardian Advice and Asteron Life.

So Adam researches your licensee and the room's AI experience before he writes a slide. If your delegates sat through an AI session last year, say so, and he will build around it rather than over it. And your delegates leave with something they can use on Monday. They get practical AI resources and clear guardrails on where AI stays well away from personal advice, and every example is real work from their profession.

Trusted by the advice & wealth industry

Where Adam has spoken in financial advice.

Morgans Capstone Financial Matrix / Clearview Guardian Advice Asteron Life
★★★★★
What attendees say

From 230 Google reviews.

Read them on Google →

★★★★★

"This helped me focus in on what's important and what works. I'd been fumbling around teaching myself for far too long. Very worthwhile."

MS
Melanie Smith
AI Edge attendee
★★★★★

"Streets ahead of other professionals in my field. I can finally step away from the admin that bogs me and my team down every day."

KG
Kate Garrett
Workshop attendee
★★★★★

"Adam has really helped us understand AI better. I'm definitely feeling more comfortable using AI as a tool now."

SY
Sam Yoong
Workshop attendee
How Adam is booked

Keynote, breakout or workshop.

Format 01KeynoteMain-stage plenary session, 45 to 60 minutes. Sets the thinking and sends the room away with prompts.
Format 02BreakoutA focused concurrent or parallel session for an advice stream. Shorter, smaller room, same practical punch.
Format 03WorkshopHands-on, half or full day. The room leaves with AI installed and running.
Format 04VirtualThe same session delivered over Zoom or Teams. Suits distributed teams and hybrid events.
Common concerns

What program managers raise before they book.

"Our advisers are not tech people."

That is exactly who the session is built for. Adam has been at this 21 years, explaining tools to people who did not sign up to be technologists, and he does it in plain English. Your advisers will leave with the three or four things that will make their week easier.

"We covered AI at our conference last year."

Fair. And a talk from twelve months ago is describing a different set of tools. So this is an update, and he works from real examples of the job.

"Record-keeping and advice obligations make this risky."

Adam leads with it. The talk is explicit about where AI helps with file notes, research and client communication, and where the advice itself stays firmly with the authorised adviser.

"We do not want a generic AI talk with advice pasted in."

Every example is grounded in what an advice practice actually does all day, from SOA preparation and file notes through to the client conversations that carry the relationship. Adam has worked with Morgans, Capstone Financial, Matrix, ClearView, Guardian Advice and Asteron Life.

"Our senior advisers have seen it all before."

Experienced advisers are the best audience for this. They already know what a good recommendation looks like, so they tend to pick up quickly where AI helps and where it makes things worse.

Related reading: why Adam thinks first and never lets AI decide, the 10-80-10 rule, and why trust is collapsing.

Questions organisers ask

Frequently asked questions

How does the session fit our CPD framework?

Send Adam the wording your licensee or professional body uses and he will structure the session against it, including a stated takeaway your delegates leave with. He will not tell you it is accredited, because that is your body's call and not his.

Why book Adam for an adviser audience?

Because the session respects the advice process and compliance, is honest about AI's limits, and leaves advisers with practical prompts rather than theory.

Does Adam speak specifically to financial advisers?

Yes. Adam delivers AI keynotes and 100+ workshops built for financial advisers, planners, wealth and fund managers and stockbrokers, including the Morgans Financial Adviser Conference. Every session is shaped to the advice audience, their licensee environment and their compliance obligations before he walks on stage.

Is the content compliance-aware for advice?

Yes. Adam leads with guardrails: where AI helps an adviser with admin and research, and where the best-interests duty keeps a qualified human firmly in the loop. The aim is practical productivity inside the rules, never around them.

Can you tailor it to our licensee or association?

Always. Adam researches your dealer group, conference theme and the room's AI experience, then tailors the examples, language and AI resources to your advisers. A session for a financial planning conference looks different from one for funds or stockbroking.

Do you run a hands-on workshop as well as the keynote?

Yes. A common format is a keynote on the main stage followed by a half-day or full-day workshop for a smaller group, where advisers actually set up and use the tools. The keynote plants the idea. The workshop does the installation.

How much does it cost to book Adam Franklin as an AI keynote speaker for financial advisers?

Adam's AI keynotes for financial advisers start from $10,000 +GST, and conference breakouts from $8,000 +GST. Hands-on workshops for advice and wealth teams are priced on format and length. Every event is quoted individually after a short call, so the fee reflects the audience, the format and the level of tailoring. The fastest way to a firm quote is the contact form or a brief call.

Where is Adam based, and does he travel for financial advisers events?

Adam is based on the Sunshine Coast, Queensland, and speaks nationally across Australia. He travels interstate for financial advice conferences, licensee PD days and association events.

Book an AI keynote for your advice event

Give your advisers AI they can use on Monday.

Tell Adam about your conference and date. He'll respond directly.

Contact Adam →
Keynotes from $10,000 +GST · Breakouts from $8,000 +GST · workshops priced on format
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