A 40-minute view.

In the latest of our series exploring AI and how it can help advisers I managed to catch up with Mark Whitcroft of PlannerPal.

Already working with lots of advice firms Mark speaks eloquently of addressing the pain points based on adviser feedback, better and more accurate communication between colleagues and streamlining the processes between the adviser and paraplanner.

He goes on to explain why he believes a system built specifically to address financial services issues  is the optimum route over more general tools.

Of particular interest to me was the assertion that the potential productivity gains would rapidly enable advisers to serve many more clients.

Mark talks about advisers getting involved, using the system to see how it works and is very willing to help if you get in touch.

You can reach Mark and find out more by visiting PlannerPal.

Recommended viewing my friends.

#ai #productivity #practicedevelopment