In this episode of the NextGen Planners TechStack ® Podcast, Adam Carolan chats with Katie Cirjak from Scale Up Paraplanning in Australia. In this conversation they talk all about early practical uses of Microsoft Copilot, the benefits of creating GPTs and the evolving role of paraplanners. Discover the NextGen Planners TechStack ® ? nextgenplanners.co.uk/tech-stack  

NextGen Planners

Examining the early practical uses of microsoft copilot and how paraplaning could evolve with Katie Cirjack

Fresh, global insights on financial planning from financial planners, every week. On this podcast we speak to financial planners from all around the world and hear stories and ideas from them on what they're doing to progress the financial planning profession. Find out more about our Community by searching 'NextGen Planners' on Google.

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