Shaunagh, the Operations Director at eParaplan, navigates the evolving landscape of financial planning and technology, highlighting the imperative for adaptation to captivate younger audiences. She discusses the nuances of intergenerational wealth transfer, advocating for enhanced financial literacy and the pivotal role of advisers in mentoring and guidance. Shaunagh also explores how digital innovations and community-building online can serve as pivotal tools for advisers to stay pertinent and approachable, thereby cultivating a culture of financial awareness and empowerment among diverse age groups.
In this episode, Shaunagh and Pete discuss:
00:00 - Introducing Shaunagh Wilson
01:05 - Engaging younger generations
04:40 - The boring, old stigma attached to financial advice
06:28 - Keeping low cost clients engaged
08:40 - Innovations around pricing structures
12:50 - Effects of efficiency and pricing services
14:33 - Effective processes from an outsourcing perspective
19:41 - Focusing on client experiences
21:57 - Platforms’ poor performance for many clients
23:10 - Modern adviser tech review
25:00 - AI’s role in the future of paraplanning
29:38 - Intergeneration wealth and introducing advise
30:57 - Attracting people into the advise industry
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