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

Published: April 10, 2024, 5:19 p.m.

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In this episode of the NextGen Planners TechStack \xae Podcast, Adam Carolan talks with Advisory AI Co founder Alan Gurung.\xa0 .

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.\xa0\xa0

Discover the NextGen Planners TechStack \xae \U0001f449 nextgenplanners.co.uk/tech-stack

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