AdviceTech Podcast 91 – Scale Up Paraplanning

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Earn 0.60 CPD Points

Technical Competence Client Care & Practice General 0.60 CPD Pts

Complete the quiz to earn 0.60 CPD Points

Quiz

Podcast

AdviceTech Podcast 91 – Scale Up Paraplanning

Quiz

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Complete the quiz to earn 0.60 CPD points.

1. What is a key benefit of automating back-office processes in financial planning firms?

Reducing staff workload and enhancing client service
Eliminating compliance requirements
Automating client investments without oversight

2. Which AI-driven tool was discussed as helping financial advisers with meeting summaries and file notes?

Paradino
Salesforce
SharePoint

3. Why is it important to audit existing processes before implementing automation in advice practices?

To eliminate paraplanners’ roles
To determine software compatibility and process efficiency
To comply with marketing guidelines

Details

This week, Pat is joined by Alex Gassner, General Manager at Scale Up Paraplanning. They talk about how Scale Up Paraplanning is using AI and technology to automate and streamline back office processes for financial planning businesses, including outsourced paraplanning, workflow optimisation, and the development of their own AI solution “Paradino”. Accreditation Points Allocation: Technical Competence 0.3 Client Care and Practice 0.2 General 0.1

Learning Outcomes

The goal of this content is to broaden the learner’s understanding of how to:

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AdviceTech Podcast 91 – Scale Up Paraplanning

Podcast

AdviceTech Podcast 91 – Scale Up Paraplanning

Quiz

Details

Learning Outcomes

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