Paraplanning in the Age of AI

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Paraplanning in the Age of AI

By Paraplanners' Assembly

AI, eh? (That's artificial intelligence, obvs.) It seems to be everywhere these days doesn't it?

From virtual assistants on our smartphones to advanced algorithms in the workplace, AI is becoming increasingly prevalent.

But what does this mean for you as a paraplanner? How will AI impact your day-to-day work and the financial advice world as a whole?

Whether you're an in-house paraplanner grappling with the implementation of AI within your firm or an outsourced paraplanner navigating various AI tools across multiple clients, the rapid evolution of AI can be both exciting and daunting.

That's why we've designed this online event – to provide a space for you to explore the realities of AI in paraplanning, learn from real-life experiences, and discover how to adapt and thrive in this new landscape.

Join us online at 1pm on Wednesday 10 April 2024 for an insightful and practical discussion. We're really pleased to welcome two special guests:
  • Jonny Stubbs, director of risk at LIFT Financial (and former host of THREE Big Days Out), will share real-life examples of how AI is being used and how paraplanners are adapting.
  • Benjamin Fabi, director of outsourced paraplanning practice, Principled Paraplanning, and Big Tent regular, who will share his insights on how individual paraplanners can leverage AI technology to their advantage.
As a paraplanner, staying informed about AI is crucial for your professional development. We encourage you to set aside an hour or two each week to familiarize yourself with AI – and this event is the perfect starting point.

Join us, along with Jonny and Benjamin, for a collaborative exploration of AI in paraplanning.

Together, we'll tackle the challenges, uncover opportunities, and equip you with the knowledge and strategies you need to succeed in an AI-driven future.

Save your spot now – we can't wait to see you there!

PS. The event title and all but then words the text was generated by Claude by Anthropic: an AI.

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Paraplanners' Assembly

Paraplanners' Assembly


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