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Tech and the Future of Paraplanning

With advancements in tech happening at a rate of knots, what will the future of Financial Advice and Paraplanning look like?

In this episode, I’m joined by Peter Worn. Peter is the Joint-Managing Director at Finura Group, a company that delivers technology solutions to support better advice. Peter and his team give advice to Financial Advisors about how to make their tech successfully work for them.

In this episode, he talks about the process that Advisors and Paraplanners can go through to identify the types of tech that they need, what the future of Paraplanning looks like in the next couple of years, and what we can do to get the most out of tech. This is a must-listen for all you tech-savvy Paraplanners out there! Enjoy!

Find out more about Finura Group:

Finura Advice Tech Health Check:

Finura Advice Library (Technical Resource Library and Strategy Text):

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