Sep 11, 2023
There's a lot of talk at the moment about AI and the role it will
play when it comes to Paraplanning.
The reality is, a lot of SOA's are simply not being read and in this episode, I talk with Andrew Whelan who is the CEO of Dash Technology to take us through what he is seeing advisers already achieve with AI and how...
Jul 11, 2023
This episode of Rise of the Paraplanner is all about the process of
implementing the video Statement of Advice (SOA). My guest is James
Wrigley - Principal and Financial Advisor with First Financial.
James is right in the middle of this process, so it’s very fresh
In this conversation we talk about the...
Jun 26, 2023
What actually is a video SOA and what will it mean for
Paraplanning? Well today I am talking to someone who is actually
implementing the video SOA in their work. My guest this week is
Daniel Donovan - Financial Advisor and Head Of Operations at Verse
Dan talks us through how Verse Wealth has implemented Video...
Jun 14, 2023
Welcome to AI for Paraplanners: 101. My two guests this week help
me wrap my brain around AI and automation, and its predicted impact
on the Paraplanning profession. I am joined by Alex Gassner and
Katie Cirjak from Scale Up Paraplanning. Alex is the General
Manager and Katie is the Practice Development Consultant.
Jun 1, 2023
With advancements in tech happening at a rate of knots, what will the future of Financial Advice and Paraplanning look like? In this episode I’m joined by Peter Worn. Peter is the Joint-Managing Director at Finura Group, a company that delivers technology solutions to support better advice. Peter and his team give...