Welcome to The Wealth Tech Insider, where we delve into the latest trends and insights from the world of wealth technology. In this episode, join our host Danni Le Grande as she welcomes Mel Drago from Tanngo, a leader in connecting Australian financial planners with top-notch freelance support. We take an exclusive look at the compelling findings from the recent Paraplanner Survey 2023, a treasure trove of data that reveals the heartbeat of the paraplanning community.

In our deep dive, we’ll dissect key aspects of the survey, from the impact of the Quality of Advice Review (QAR) to the intricacies of Statement of Advice (SOA) creation, and how technology is reshaping these domains.

Mel brings to light the real-world frustrations and opportunities in paraplanning, highlighting how technology is both a challenge and a solution in creating efficient advice processes. With insights into paraplanners’ influence on product and strategic advice, and their quest for ongoing professional development, this episode is a must-listen for anyone keen on understanding the evolving role of paraplanners in wealth management.

Tune in as we discuss how paraplanners can continue to be pivotal in the advice journey, especially in a post-QAR world, and how proper technology utilisation can significantly enhance their contributions. This episode is not just about statistics; it’s about understanding the pulse of an essential sector in financial advice and envisioning the path forward. Don’t miss this insightful exploration on The Wealth Tech Insider!

EP 17: Paraplanner Deep Dive: Unveiling Key Survey Findings from the Paraplanner Survey 2023