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How AI could help financial planners access different markets with Alan Gurung
In this episode of the NextGen Planners TechStack ® Podcast, Adam Carolan talks with Advisory AI Co founder Alan Gurung. .
In this conversation they talk about, how to scale paraplanning in firms using AI, how AI can help with the mundane admin tasks and what it will mean for advisers in the near future.
Discover the NextGen Planners TechStack ® 👉 nextgenplanners.co.uk/tech-stack
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By NextGen Planners
3.5
44 ratings
In this episode of the NextGen Planners TechStack ® Podcast, Adam Carolan talks with Advisory AI Co founder Alan Gurung. .
In this conversation they talk about, how to scale paraplanning in firms using AI, how AI can help with the mundane admin tasks and what it will mean for advisers in the near future.
Discover the NextGen Planners TechStack ® 👉 nextgenplanners.co.uk/tech-stack
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