Bridging Generations: Innovating Financial Education for the Future: Shaunagh Wilson

Shaunagh, the Operations Director at eParaplan, navigates the evolving landscape of financial planning and technology, highlighting the imperative for adaptation to captivate younger audiences. She discusses the nuances of intergenerational wealth transfer, advocating for enhanced financial literacy and the pivotal role of advisers in mentoring and guidance. Shaunagh also explores how digital innovations and community-building online can serve as pivotal tools for advisers to stay pertinent and approachable, thereby cultivating a culture of financial awareness and empowerment among diverse age groups. In this episode, Shaunagh and Pete discuss: 00:00 - Introducing Shaunagh Wilson 01:05 - Engaging younger generations 04:40 - The boring, old stigma attached to financial advice 06:28 - Keeping low cost clients engaged 08:40 - Innovations around pricing structures 12:50 - Effects of efficiency and pricing services 14:33 - Effective processes from an outsourcing perspective 19:41 - Focusing on client experiences 21:57 - Platforms’ poor performance for many clients 23:10 - Modern adviser tech review 25:00 - AI’s role in the future of paraplanning 29:38 - Intergeneration wealth and introducing advise 30:57 - Attracting people into the advise industry - ⁠⁠⁠⁠⁠⁠⁠⁠www.adviceamplified.co.uk⁠⁠⁠⁠⁠⁠⁠⁠ - Follow Advice Amplified: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TikTok⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ - Follow Ningi: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠