Will AI replace financial advisers, paraplanners, and investment analysts, or just change how the best ones work?

In this episode, Chris and JJ explain exactly how AI is reshaping financial planning careers and what you need to do to stay ahead.

In this episode of Don’t Shoot the Messenger, Chris and JJ cover how AI is already being used inside a $3.5 billion advice business, and what it means for your job, your clients, and the future of smaller firms.

They cover:
Will AI really replace financial advisers, or just the ones who refuse to use it
Why human judgment, empathy, and trust still sit at the centre of great advice
How Hoxton is using AI for training, file notes, customer service, and knowledge systems
Which roles are most at risk (admin, basic paraplanning, investment analysis)
Practical ways advisers and business owners can start using AI every day

If you’re a financial planner, paraplanner, or running an advice firm, this episode will show you how to use AI as an advantage instead of seeing it as a threat.

Don’t Shoot the Messenger is a podcast for financial advisers who want to sharpen their skills, grow faster, and build a world-class career in a rapidly changing industry.

If you want to see what life in Hoxton Wealth is like, please visit: / @hoxtonlife

For more information on Hoxton Wealth careers, please https://www.careers-page.com/hoxtonwealth.com

For my videos by Chris, please visit his Youtube: ⁨@ChrisBallHoxton⁩