AdviceTech Podcast #91 - Scale Up Paraplanning

This week, Pat is joined by Alex Gassner, General Manager at Scale Up Paraplanning. They talk about how Scale Up Paraplanning is using AI and technology to automate and streamline back office processes for financial planning businesses, including outsourced paraplanning, workflow optimisation, and the development of their own AI solution "Paradino".

Alex Gassner LinkedIn:   / alex-775gj6h  
Scale Up Paraplanning Website: https://scaleupparaplanning.com.au/
Patrick Gardner LinkedIn:   / csba-patrick-gardner  

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