The paraplanner who engages with AI tools is not in danger of being replaced. They are in a really good position to demonstrate exactly why their role matters, writes Stacey Simpson
Every profession facing artificial intelligence disruption asks the same question: will this replace me? And if not now, when? For paraplanners it is not an abstract worry. The tools exist right now to handle many of their everyday tasks - to transcribe a client meeting, structure a fact-find, and produce a first draft of almost any document we routinely touch. So asking whether our days are numbered seems a fair concern. It certainly was for me when we first introduced AI in our business. I have been a paraplanner for eleven years, and two years ago we started working with Aven...
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