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Financial Planning Innovation

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    • You can’t have a robot in a meeting!
    • Quo Vadis QAR?
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    • Why do people seek financial planning advice?
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    • All companies will be IT companies
    • Mirror, Mirror on the wall
    • Welcome to your new paraplanner
    • Why do people choose an adviser?
    • Financial advice – its tough
    • Digital assistants in client meetings
    • Robots find their voice
    • Will all advisers become cyborgs?
    • Who can give me investment advice?
    • All companies will be IT companies
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Financial Planning Innovation
Financial Planning Innovation

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Your loved ones may find themselves in financial distress should you die. We can recommend the right product at the right price.

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Financial planning health check

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Productivity tools for advisers

Financial planning chatbot

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  • Home
  • Fact find
  • Health check
  • Engagement tools
  • Chatbot
  • Blog
    • You can’t have a robot in a meeting!
    • Quo Vadis QAR?
    • Will chatGPT eat your lunch?
    • Why do people seek financial planning advice?
    • The good, the bad and the ugly
    • All companies will be IT companies
    • Mirror, Mirror on the wall
    • Welcome to your new paraplanner
    • Why do people choose an adviser?
    • Financial advice – its tough
    • Digital assistants in client meetings
    • Robots find their voice
    • Will all advisers become cyborgs?
    • Who can give me investment advice?
    • All companies will be IT companies
  • Newsletter
  • About
  • Contact