Produced By: Ensombl
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