{"version":"1.0","type":"rich","provider_name":"Acast","provider_url":"https://acast.com","height":250,"width":700,"html":"<iframe src=\"https://embed.acast.com/$/63d6635d45284700118ac9cf/6616aef88d2af10016b8100e?\" frameBorder=\"0\" width=\"700\" height=\"250\"></iframe>","title":"Paraplanning in the Age of AI","thumbnail_width":200,"thumbnail_height":200,"thumbnail_url":"https://open-images.acast.com/shows/63d6635d45284700118ac9cf/1712826467406-99afa09cdb667e3c8dec98c1b70d81c2.jpeg?height=200","description":"<p>How will AI affect paraplanners' day-to-day role?</p><p>Jonny Stubbs of LIFT Financial and Benjamin Fabi from Principled Paraplanning joined host, Richard Allum, for an online Assembly exploring how paraplanners are adapting to - and adopting - AI tools.</p><p>As well as learning about real-life examples of the role AI is already playing in paraplanning, this Assembly offered participants a chance to share their hopes, fears and experiences of the technology. By gathering together, we wanted to discover what paraplanners' are thinking and feeling about AI, and begin to understand how it could affect our day-to-day work.</p><p><br></p><h2>Useful links</h2><p>Early on in the podcast, Benjamin, Jonny and Richard run through some slides which summarise some of the commonly used jargon. That doesn't work brilliantly on audio but here's a PDF of the defintions they ran through:</p><p><a href=\"https://paraplannersassembly.co.uk/app/uploads/2024/03/AI-jargon.pdf\" rel=\"noopener noreferrer\" target=\"_blank\">AI jargon buster (PDF)</a></p><p><br></p><p>Later on, Jonny and Benjamin also share examples that illustrate the difference in results depending on the quality of prompts. Here are the examples they shared:</p><p><a href=\"https://paraplannersassembly.co.uk/app/uploads/2024/03/Prompt-example-boiled-egg.pdf\" rel=\"noopener noreferrer\" target=\"_blank\">Benjamin's boiled egg example (PDF)</a></p><p><a href=\"https://paraplannersassembly.co.uk/app/uploads/2024/03/Prompt-example.pdf\" rel=\"noopener noreferrer\" target=\"_blank\">Jonny's report content example (PDF)</a></p><p><br></p><h3>The Royal Institution Christmas Lectures 2023: The Truth about AI</h3><p>For UK viewers: <a href=\"https://paraplannersassembly.co.uk/event/tax-year-end-assembly/\" rel=\"noopener noreferrer\" target=\"_blank\">BBC iPlayer</a></p><p>For the rest of the world: <a href=\"https://www.youtube.com/watch?v=l0gZAlZgI34\" rel=\"noopener noreferrer\" target=\"_blank\">YouTube</a></p><p><br></p><h3>Open online courses on AI</h3><p>Online learning platform, FutureLearn, offers a range of courses that you can choose from to get familiar with AI</p><p><a href=\"https://bit.ly/3J9jOx3\" rel=\"noopener noreferrer\" target=\"_blank\">FutureLearn</a></p><p><br></p><h3>Tools mentioned in the recording and Chat</h3><p><a href=\"https://chat.openai.com/auth/login\" rel=\"noopener noreferrer\" target=\"_blank\">ChatGPT by OpenAI</a></p><p><a href=\"https://claude.ai/login\" rel=\"noopener noreferrer\" target=\"_blank\">Claude by Anthropic</a></p><p><a href=\"https://copilot.microsoft.com/\" rel=\"noopener noreferrer\" target=\"_blank\">Copilot by Microsoft</a></p><p><a href=\"https://heysaturn.com/\" rel=\"noopener noreferrer\" target=\"_blank\">Saturn</a></p><p><a href=\"https://www.ppol.co.uk/\" rel=\"noopener noreferrer\" target=\"_blank\">PPOL suitability report builder</a></p><p><br></p><h3>Watch the replay at Crowdcast</h3><p>You can watch the full replay and read the comments in the - very active - Chat over here:</p><p>https://www.crowdcast.io/c/2xfo2f2o459r</p><p><br></p><p><br></p><h3>Visit the event page</h3><p><a href=\"https://paraplannersassembly.co.uk/event/paraplanning-in-an-age-of-ai/\" rel=\"noopener noreferrer\" target=\"_blank\">paraplannersassembly.co.uk: Paraplanning in the Age of AI</a></p><p><br></p><p><br></p>","author_name":"Paraplanners' Assembly"}