'More essential than ever': Paraplanners in the age of AI

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...