Join us for our next technology webinar: AI Technology That Could Change Financial Advice
Date: 24 February 2026. Time 12.30pm. Duration: 45 minutes
“This is the closest to single source information delivery we’ve seen in the industry – we think it will be the future for advice firms,” Alan Gurung, founder, Advisoryai
Imagine an AI system that, when verbally asked, gathers information from across nearly all your systems to answer questions like “What are the drawdown options for Mr Smith?” — in minutes, if not seconds.
How would this change the way you paraplan? What opportunities would it open up for your firm and your career?
In this webinar, we speak with Alan Gurung, who will demonstrate AdvisoryAI’s latest implementation, about how it could revolutionise not just paraplanning and advisory processes, but the way advice firms operate entirely.
If you want to understand how AI is developing and the effect it will have on your role going forward, you need to attend this webinar.
Sign Up HERE to save your place
Speaker: Alan Gurung
As an adviser, Alan saw his team lose 2,500 hours a year to admin instead of client conversations. He left to co-found AdvisoryAI, which has since given advisers and paraplanners back over 10,000 hours – time now spent helping more clients make better financial decisions.
