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

EPISODE · Apr 10, 2024 · 28 MIN

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

from The Plannex Podcast · host Plannex

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

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

NOW PLAYING

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

0:00 28:00

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.

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.

What is this episode about?

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...

Can I download this The Plannex Podcast episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.
URL copied to clipboard!