Shaunagh Wilson

Shaunagh, the Operations Director at eParaplan, navigates the evolving landscape of financial planning and technology, highlighting the imperative for adaptation to captivate younger audiences. She discusses the nuances of intergenerational wealth transfer, advocating for enhanced financial literacy and the pivotal role of advisers in mentoring and guidance. Shaunagh also explores how digital innovations and community-building online can serve as pivotal tools for advisers to stay pertinent and approachable, thereby cultivating a culture of financial awareness and empowerment among diverse age groups.

In this episode, Shaunagh and Pete discuss:

• 00:00 - Introducing Shaunagh Wilson
• 01:05 - Engaging younger generations
• 04:40 - The boring, old stigma attached to financial advice
• 06:28 - Keeping low cost clients engaged
• 08:40 - Innovations around pricing structures
• 12:50 - Effects of efficiency and pricing services
• 14:33 - Effective processes from an outsourcing perspective
• 19:41 - Focusing on client experiences
• 21:57 - Platforms’ poor performance for many clients
• 23:10 - Modern adviser tech review
• 25:00 - AI’s role in the future of paraplanning
• 29:38 - Intergeneration wealth and introducing advice
• 30:57 - Attracting people into the advise industry