How smaller advice firms can make the most of AI

In this episode of PATV, Michel and Parr explore how technology and AI are changing efficiency, documentation, paraplanning and capacity in financial advice, and what that means for smaller firms and the profession more broadly. Michel highlights how AI is a great opportunity for smaller advice firms while Parr comments on how AI has been "a big win" for firms to pick up points advisers sometimes miss. The conversation then delves into why there is a shortage of paraplanners and how AI is helping to fill this role. Parr then offers his experience of choosing AI tools and how he set...