Examining the early practical uses of microsoft copilot and how paraplaning could evolve with Katie Cirjack
Balancing Science and Art in Financial Planning with Gary Winslow
Out-of-this-world Virtual Client Interactions with Panos Leledakis
Investing Smarter with AI with Chris Shuba
Putting advice in the palm of the client with John Mason
Digital Progress on the Provider Side with Anthony Rafferty
Using Tech Smartly in Financial Planning with Adam Owen
A Futurist's Perspective on Finance and Technology with Charlotte Kemp
Predicting the Future of Financial Planning with Doug Fritz
DFM Dynamics with Peter Clark
Embracing ESG in Investing with Clémence Chatelin
Paraplanning: Past, Present and Future with Rebecca Tuck