Our latest GS Live event welcomed Heather Murray, founder of AI for Non-Techies, for a practical and energising exploration of how advisers can use AI with confidence. Heather works closely with businesses that want to adopt AI in a clear and responsible way.
Her insights are especially valuable for brokers who want to understand the possibilities that AI brings.
Highlights from the session
Understanding AI and where it fits in the adviser workflow
Heather began by breaking down the different categories of AI and explaining how technology has evolved to support the tools we now use every day. Her overview helped advisers understand how AI interprets information and how it can be guided through structured prompts.
She showed how AI can support research, simplify information and help advisers review material that would normally take much longer to process. Her focus remained on clarity and control, giving advisers a practical way to explore the technology without feeling overwhelmed.
Supporting communication, content and client education
Heather explored how AI can help advisers create clear, client-friendly explanations across a range of scenarios. She shared examples of written content, summaries and explainers produced through guided prompting.
She also introduced the concept of “Digital You”, encouraging advisers to maintain a consistent approach to their communication across channels. Heather demonstrated automation tools that can ease administrative pressure and highlighted how AI can support planning and creativity in a structured and reliable way.
If you weren’t able to attend or would like to revisit the discussion, you can watch the full session below:
Attending our Growth Series Live events is a great way to gain first-hand insight from industry experts and take part in exclusive Q&A sessions. Keep an eye on your inbox for future invites and let us know if there are topics you would like us to explore.
If you weren’t able to attend or would like to revisit the discussion, you can watch the full session below:
Attending our Growth Series Live events is a great way to gain first-hand insight from industry experts and take part in exclusive Q&A sessions. Keep an eye on your inbox for future invites and let us know if there are topics you would like us to explore.
You can also stay connected with Heather and her latest insights via LinkedIn or her website here. She’d be more than happy to share her prompt guide with you if you email her directly at heather@nontechies.ai.
Jump to the sections that matter most with these key highlights from the session:
Key timings:
- 1:53 - Intro to Heather Murray
- 3:12 - History of AI
- 7:54 - 6 categories of Generative AI
- 14:50 - Content creation
- 18:05 - Research
- 20:14 - Data analysis
- 21:55 - Ideation and strategy
- 23.04 - Automation
- 24:42 - Coding
- 27:00 - Digital you
- 29:22 - Risk and Limitations
- 31:32 - Q&A
.png)
.png)
