The Rise of the Paraplanner

The Catalyst for Advisers to Change Licensees


Listen Later

Join us in this episode, where we're joined by Anthony Lyon, the Managing Director at IIP Dealer Group. Anthony provides us with a unique licensee perspective on the evolving world of financial advice, shedding light on why more and more advisers are venturing towards self-licensing. In this insightful conversation, we dive deep into the role of Artificial Intelligence in the industry and explore Anthony's predictions about future technology at the licensee level. Discover how AI is reshaping the way financial professionals operate and how it's influencing the decisions of advisers and licensees alike. Whether you're a seasoned Paraplanner or someone intrigued by the transformative power of technology in the financial sector, this episode offers a wealth of knowledge and foresight. Tune in now to gain invaluable insights and stay ahead in the ever-evolving landscape of financial advising. To connect with Anthony on LinkedIN linkedin.com/in/anthony-lyon-2463446a/. You can also learn more about IIG Dealer Group at https://www.iipdealergroup.com.au/

...more
View all episodesView all episodes
Download on the App Store

The Rise of the ParaplannerBy Hayley Knight