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The Plannex Podcast

Hosted by Adam Carolan and Rohan Sivajoti (Co-founders of Plannex), this is the podcast for ambitious UK financial planning firm owners. We sit down with top-performing advisers to unpack how they build client banks, scale profitable firms, hire well, structure fees, and navigate regulation - without the fluff. If you want practical insights on growing a modern advice business, this is for you. Find out more about our Community by searching 'Plannex' on Google.
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How AI could help financial planners access different markets with Alan Gurung 0
Apr 10, 2024
 
 

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

 

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