How AI could help financial planners access different markets with Alan Gurung

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

Episode metadata supplied by the publisher feed · Published Apr 10, 2024

Embed this episode

Attribution link and audio player

NOW PLAYING

How AI could help financial planners access different markets with Alan Gurung

0:00 28:00

1×

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Share this episode

Similar Episodes

No similar episodes found.

Similar Podcasts

No similar podcasts found.

Frequently Asked Questions

How long is this episode of The Plannex Podcast?

This episode is 28 minutes long.

When was this The Plannex Podcast episode published?

This episode was published on April 10, 2024.

Can I download this The Plannex Podcast episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.

URL copied to clipboard!