How will AI affect paraplanners' day-to-day role?
Jonny Stubbs of LIFT Financial and Benjamin Fabi from Principled Paraplanning joined host, Richard Allum, for an online Assembly exploring how paraplanners are adapting to - and adopting - AI tools.
As well as learning about real-life examples of the role AI is already playing in paraplanning, this Assembly offered participants a chance to share their hopes, fears and experiences of the technology. By gathering together, we wanted to discover what paraplanners' are thinking and feeling about AI, and begin to understand how it could affect our day-to-day work.
Early on in the podcast, Benjamin, Jonny and Richard run through some slides which summarise some of the commonly used jargon. That doesn't work brilliantly on audio but here's a PDF of the defintions they ran through:
Later on, Jonny and Benjamin also share examples that illustrate the difference in results depending on the quality of prompts. Here are the examples they shared:
Benjamin's boiled egg example (PDF)
Jonny's report content example (PDF)
For UK viewers: BBC iPlayer
For the rest of the world: YouTube
Online learning platform, FutureLearn, offers a range of courses that you can choose from to get familiar with AI
PPOL suitability report builder
You can watch the full replay and read the comments in the - very active - Chat over here:
https://www.crowdcast.io/c/2xfo2f2o459r
paraplannersassembly.co.uk: Paraplanning in the Age of AI
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