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How AI could help financial planners access different markets with Alan Gurung
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Content provided by NextGen Planners. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by NextGen Planners or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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
262 episodes
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Manage episode 411780891 series 2950105
Content provided by NextGen Planners. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by NextGen Planners or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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
262 episodes
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Similar to NextGen Planners
Call them changemakers. Call them rule breakers. We call them Redefiners. And in this provocative podcast, we explore how daring leaders from across industries and around the globe are redefining their organizations—and themselves—to create extraordinary impact in today’s rapidly changing world. In each episode, Russell Reynolds Associates Leadership Advisor Hoda Tahoun and former CEO Clarke Murphy host engaging, purposeful conversations with leaders in and out of the business world who shar ...
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continue reading
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