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This week, Pat is joined by Alex Gassner, General Manager at Scale Up Paraplanning. They talk about how Scale Up Paraplanning is using AI and technology to automate and streamline back office processes for financial planning businesses, including outsourced paraplanning, workflow optimisation, and the development of their own AI solution "Paradino".
Alex Gassner LinkedIn: https://www.linkedin.com/in/alex-775gj6h/ Scale Up Paraplanning Website: https://scaleupparaplanning.com.au/ Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/
A world of engagement awaits you at Netwealth: https://ensombl.com/go/20240712
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode