What if your ethics CPD this year actually made you a better advisor? Dr. Katherine Hunt, PhD-qualified financial planner and internationally recognised speaker on ethical growth, joins Basis Points to reveal how advisors can use client psychology and AI to scale trust, deepen relationships, and build a practice that compounds over generations.
In this episode:
00:00 AI Era Client Experience
00:30 Ethics and Adviser Mindset
03:00 Ego and Ethical Growth
06:02 Scaling Trust and Connection
09:56 AI, Trust, and Systems
14:34 The Human Code Framework
16:35 What Clients Truly Value
18:53 Fear, Growth, and AI
22:44 Future of Successful Advisers
23:44 One Action to Improve
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CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz here to claim your points.
0.5 Total Hours
Knowledge Requirements: Ethics (0.50 hour) Legislated CPD Areas: Professionalism and Ethics (0.50 hour)
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