Watch our webinar below in collaboration with the AI Institute on a new course called AI for Financial Advisers and Planners. AI Institute’s Scott Wilkinson explains why AI has the potential to revolutionise your practice and exactly what it can do for every financial planner and paraplanner. He demonstrates tasks which can now be done quicker, better and at a lower cost by AI tools and apps. He covers topics from across the organisational landscape - including sales, marketing, admin, HR and data analysis. And, of course, compliance.
