Netwealth IQ Webinar
Beyond the hype: How to actually use AI in your advice practice
With Adviser and The Wealth Network’s Co-founder, Dean Holmes
Overview
AI that works: What advisers are using (and how to actually do it)
AI is everywhere—but what’s actually useful in advice businesses?
In this practical session, Dean Holmes will show how real advisers are using tools like Microsoft Copilot, Teams and SharePoint to save time, streamline documentation, improve marketing and boost productivity.
From file notes to websites, you’ll see AI in action—and leave with ideas you can implement straight away.
You’ll hear real-world insights from financial services, tech and elite sport, and walk away with practical ways to apply them in your own team.
What you’ll learn:
- Real examples of AI used in advice workflows
- Tools that save time on documentation, email and investment updates
- How to build a marketing strategy (and content calendar) with AI
- Common mistakes, and what actually works
- Dean’s favourite tips and shortcuts from coaching dozens of advice businesses.
Webinar highlights
AI Adoption - From preschool to professional
AI Jargons - Understand the basic concepts of AI
AI Training - Empower your entire team, not just a few
AI Roadmap - Your 90-day AI transformation plan
About the speaker
Dean Holmes - Founder, The Wealth Network
Dean helps financial advisers build thriving businesses through practical, execution-focused coaching. As co-founder of Absolute Wealth Advisers since 2008, Dean has lived the ups and downs of business firsthand—hiring missteps, tech misfires, and burnout included. He’s since cracked the code on creating real business value and now helps advisers avoid the same costly mistakes.
Known for his direct style and no-fluff advice, Dean only teaches what he’s done himself. At home, he’s a soft-hearted husband, dad of two daughters, and a dedicated marathon runner.
Watch
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