AI And The Future Of Paraplanning with Templi Jack Sleator

The Financial Planner Life Podcast by Sam Oakes

Sep 17, 202644:40Business

A paraplanner sits down on a Monday morning to write one new business suitability report and loses most of the day to it. The document runs to 40+ pages. The client takes it home after a one hour meeting and, if we are h...

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