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In this episode of Finance Specialist, host Jack Campbell and marketing coach Adam Franklin from Blue Wire Media discuss how brokers can use AI to streamline marketing and boost productivity.
At the recent Broker Innovation Summit, Franklin outlined how AI can act as a broker’s “second brain,” helping create content, manage communications, and identify new opportunities, while freeing time for client work.
He encouraged brokers to start small, feeding AI key business and client details, and to add their personal touch once AI has produced the foundation.
Some brokers are already seeing results, with one Queensland broker reportedly halving deal times and reviving dormant leads through AI-driven automation.
Looking ahead, Franklin expects voice AI to further transform how brokers communicate and operate.
His upcoming masterclass, AI Edge, will give brokers hands-on skills to integrate AI tools into their daily workflows and marketing strategies.