paraplanning

Harnessing AI and digital tools to boost efficiency

‘I was initially worried about whether I would be taken seriously as a professional’

The Financial Planning Club co-founders on launching and advisers’ biggest challenges

Lang Cat senior analyst Rich Mayor joins PA to talk AI and adviser energy levels

Upskilling is vital, conference hears

Plus, top tips for those looking to move into an adviser role

How to retain your staff for longer – and what to do when they fly the coop

The editor's Friday Night Takeaway from 10 January

‘In reality, paraplanners are essential collaborators, not mere assistants’

Majority of financial advisers bypass paraplanning, survey reveals