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The Paraplanners' Assembly PodcastListen to our latest online Assembly PLUS bonus content created to help paraplanners from across the UK learn, fix and share. Author: Paraplanners' Assembly
Listen to our latest online Assembly PLUS bonus content created to help paraplanners from across the UK learn, fix and share. To join our Assemblies live, look and book for upcoming events at paraplannersassembly.co.uk/events Hosted on Acast. See acast.com/privacy for more information. Language: en Genres: Business, Education, Investing, Self-Improvement Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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AI in paraplanning: what's happening, what's working, and what could come next?
Episode 32
Monday, 22 December, 2025
In the first of a two-part special on AI in paraplanning, Zara Okoro (pictured above) hears about the tools paraplanners are using now, the ways they’re being adopted, and the boundaries practitioners are drawing when it comes to their use.In conversation with Benjamin Fabi of Principled Paraplanning, Aram Kupelian of Holden and Partners, Jonny Stubbs of Brooks Financial, and Ben Wright of Melo, Zara discovers how AI is already influencing multiple parts of day-to-day work that will be very familiar to paraplanners, such as meeting notes, research and collaboration.But we also hear about reasons for caution: concerns about accuracy, security, and the pace of change.What is clear is that we’re at the beginning of widespread adoption of AI tools in paraplanning. And no matter how much exposure you’ve had to AI at work so far, this episode (and the next) make for essential listening to understand what’s happening to paraplanning now and in the future.Useful links and downloadsAs 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.Spotify: Listen to the podcast episodeApple: Listen to the podcast episodePodcast: Listen to the podcast episodeDownload: Glossary of AI termsDownload Harriet's slides: An introduction to AI for paraplanners Hosted on Acast. See acast.com/privacy for more information.
