Practical AI sessions for adviser conferences, licensee events and association days. Plain English, live demonstrations, and prompts your members can use on Monday, within their compliance obligations.
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 prompt stacks 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.
Shaped to the room: financial planning, wealth management, funds, equities or stockbroking.
Turn a client meeting into clean, compliant file notes and follow-up actions, fast.
Summarise portfolios, fact-finds and prior advice so review meetings start ahead, not behind.
Draft market commentary and client-friendly explanations of complex strategies in the adviser's voice.
Clear guardrails: where AI assists the process, and where the best-interests duty keeps a human in the loop.
LinkedIn, email and content that builds trust with clients and centres of influence, authentically.
An advice-specific prompt stack the room keeps and uses the next morning.
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.

"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."
"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."
"Adam has really helped us understand AI better. I'm definitely feeling more comfortable using AI as a tool now."
[VERIFY: swap one for a named financial adviser / wealth review when available]
Because the session respects the advice process and compliance, is honest about AI's limits, and leaves advisers with practical prompts rather than theory.
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.
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.
Always. Adam researches your dealer group, conference theme and the room's AI experience, then tailors the examples, language and prompt stack to your advisers. A session for a financial planning conference looks different from one for funds or stockbroking.
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.
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.
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.
Tell Adam about your conference and date. He'll respond directly.
Contact Adam →