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A.I. For Paraplanners: 101 [Be Your Own Boss series]

Welcome to AI for Paraplanners: 101. My two guests this week help me wrap my brain around AI and automation, and its predicted impact on the Paraplanning profession. I am joined by Alex Gassner and Katie Cirjak from Scale Up Paraplanning. Alex is the General Manager and Katie is the Practice Development Consultant.

In this episode, we try to dispel the negativity surrounding the subject of AI and talk about how we can use AI to optimize and improve our work. This is a must-listen for anyone interested in the ever-changing subject of AI. Enjoy!

SOA and AI Masterclass – Scale Up Paraplanning :

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