AdviceTech Podcast #91 – Scale Up Paraplanning – Time-codes

0:00 – Intro
3:41 – An introduction to Scale Up Paraplanning.
8:06 – Improving financial planning processes through consulting and automation.
12:36 – Streamlining business processes through automation and process mapping.
22:06 – AI adoption in financial planning, Copilot and file note taking tools.
26:06 – Using AI for paraplanning tasks, including file note summaries and meeting transcriptions.
31:06 – Using AI for a better client experience.