{"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/69683e40e9172b8320502839?\" frameBorder=\"0\" width=\"700\" height=\"250\"></iframe>","title":"AI in paraplanning: what does the future hold for paraplanners?","thumbnail_width":200,"thumbnail_height":200,"thumbnail_url":"https://open-images.acast.com/shows/63d6635d45284700118ac9cf/1768439393453-fb600be7-31e3-475f-b6ad-c87d4ba956a2.jpeg?height=200","description":"<p>In the second of her two-part special on AI in paraplanning, <a href=\"https://www.linkedin.com/in/zaraokoro/\" rel=\"noopener noreferrer\" target=\"_blank\">Zara Okoro</a> asks where we are heading as a profession. What plans are AI tool providers and financial planning practices likely to pursue in future? And what could it mean for the role of paraplanner itself?</p><p><br></p><p>In conversation with Benjamin Fabi of <a href=\"https://www.principledparaplanning.co.uk/\" rel=\"noopener noreferrer\" target=\"_blank\">Principled Paraplanning</a>, Aram Kupelian of <a href=\"https://www.holden-partners.co.uk/\" rel=\"noopener noreferrer\" target=\"_blank\">Holden and Partners</a>, Jonny Stubbs of <a href=\"https://www.brooksmacdonald.com/individuals/financial-advice-and-planning\" rel=\"noopener noreferrer\" target=\"_blank\">Brooks Financial</a>, and Ben Wright of <a href=\"https://melo.co.uk/\" rel=\"noopener noreferrer\" target=\"_blank\">Melo</a>, Zara asks how far and fast AI adoption should go, what could go wrong, and what needs to happen to get this right?</p><p><br></p><p>Our last episode looked at where AI in paraplanning stands today.</p><p><br></p><p>In this concluding episode, we're looking ahead.</p><p><br></p><p><br></p><h4>Useful links and downloads</h4><p>As well as links to the podcast episode on Spotify, Apple and Acast, we’ve included downloads of Harriet Mayer’s slides on AI and paraplanning from The Big Day Out in 2025, and Harriet’s glossary of AI terms too.</p><p><br></p><p><a href=\"https://open.spotify.com/episode/6OjtDkXVhmxPijzPtI3aqY?si=a0090fa621034337\" rel=\"noopener noreferrer\" target=\"_blank\">Spotify: Listen to Part One</a></p><p><a href=\"https://shows.acast.com/paraplanners-assembly/ai-in-paraplanning-part-one-zara-okoro\" rel=\"noopener noreferrer\" target=\"_blank\">Apple: </a><a href=\"https://podcasts.apple.com/gb/podcast/ai-in-paraplanning-whats-happening-whats-working-and/id1674870542?i=1000742430381\" rel=\"noopener noreferrer\" target=\"_blank\">Listen to Part One</a></p><p><a href=\"https://shows.acast.com/paraplanners-assembly/ai-in-paraplanning-part-one-zara-okoro\" rel=\"noopener noreferrer\" target=\"_blank\">Acast: Listen to Part One</a></p><p><a href=\"https://paraplannersassembly.co.uk/app/uploads/2025/07/Glossary-of-AI-terms.pdf\" rel=\"noopener noreferrer\" target=\"_blank\">Download: Glossary of AI terms</a></p><p><a href=\"https://paraplannersassembly.co.uk/app/uploads/2025/07/Harriet-Meyer-An-introduction-to-AI-for-paraplanners.pdf\" rel=\"noopener noreferrer\" target=\"_blank\">Download Harriet's slides: An introduction to AI for paraplanners</a></p>","author_name":"Paraplanners' Assembly"}