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Goals v strategy: what every future paraplanner needs to know

We are at a time of significant change in the advice industry with mass Adviser exits, tighter regulation and compliance as a result of the Royal Commission and the disbanding of major licencees. On top of this movement, we’re seeing an emergence of more AI software and the digitalisation of advice. So what does this mean for the future of Paraplanning? In this episode, Fraser Jack – Head of Partnerships at Advice Intelligence and host of the Goals-Based Advice Podcast talks us through his research findings, explains what the new software is actually capable of and how paraplanners need to adapt to remain relevant in an ever-changing industry.

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