I'll be at GROW on Tour with Millie O'Brien (Business Operations Lead at Marloo) to delivering a session that gets to the heart of something most advice firms are struggling with: how to actually get your team using AI.

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The session

We will be presenting "Beyond the note taker: how to get your team actually using AI (not just buying it)." It's a topic we're well placed to speak on, having helped hundreds of advice firms introduce AI into their practice. The session covers the real reasons adoption fails, what high-performing firms do differently, and the early mistakes that kill a tool rollout before it even gets started.

This isn't a generic AI overview. It's a practical look at how firms are successfully rolling out the use of AI tools to transform the working week. Attendees will leave with:

• A step by step framework for evaluating whether a tool will stick before you buy it

• Practical tips for fitting an AI tool around your workflow from day one with no disruption, just smarter ways of doing what you already do

• How to spot the early warning signs that adoption is slipping, and exactly how to course-correct before it's too late

• An understanding of what actually makes teams reach for AI every day instead of falling back on old habits

This session won't be delivered anywhere else this year. If you want these insights, you need to be in the room.

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The day

Each GROW on Tour event runs 10am to 3pm with five rotating expert sessions, all counting towards your CPD hours. The small-group format of 10 to 20 advisers keeps things conversational and relaxed, with plenty of time to connect with other local advisers over lunch and coffee throughout the day. The other sessions cover client behaviour with Morningstar, modern investment solutions with Aspen, IHT and intergenerational planning with M&G, and evidencing good client outcomes with Verve.

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Where to find us:

📍 Bimingham, Tues 12th May: Book now
📍 Reading, Wed 13th May: Book now
📍 Newcastle, Tues 19th May: Book now
📍 Glasgow, Wed 20th May: Book now
📍 Warrington, Thurs 21st May: Book now

Tickets are free. Register now!

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About Marloo

Marloo is building AI tools specifically for financial advisers, handling meeting notes, suitability letters and client emails so your team can spend less time on admin and more time doing what they do best. Find us at gomarloo.com