I took a few days to digest the insights from the ValidPath Conference last week, and there was certainly much to take in! 

The central theme was the accelerating role of AI in our businesses. The prediction is that 30% of our day could be automated in the next couple of years. 

I'm already a proactive AI user, but the key takeaway for me reinforced my core belief: The Human Element is CRUCIAL. 

 

1. Client Retention is Human: I listened to a podcast this week (from the TRAP team) which noted that clients rarely leave advisers over investments or returns. They leave because of how they felt about the adviser and their interactions. AI can automate tasks, but it can't automate trust. 

2. The Leadership Battery: Big thanks to the enthusiastic host, Brad Walden. This year's focus on the 'Leadership Battery' and our four energy levels was a powerful reminder to manage our capacity. Are our battery packs always as full as we’d like to think? 

3. Rise of the Humans: I really enjoyed Author Dave Coplin's session. His work looks at the disconnection technology can bring, and how we need to rise to meet our potential as humans in a digital world. 

I also enjoyed recording a quick video about my experience working with the ValidPath network over the last year—I'll be sure to share it, if it makes the final cut! 

 

Well done to the entire ValidPath team for a packed and inspirational day in such a spectacular setting as The Dorchester in Park Lane! 

Where do you think the line should be drawn between AI efficiency and human interaction in financial services?