It's official - being a Paraplanner is no longer a stepping stone to becoming an Adviser... it's a cornerstone of being able to deliver good advice to clients.
Key Account Manager at Embark Group, Neale Smith is back to join Roger Hearing on the latest miniPod as they discuss the latest findings from 300+ people regarding paraplanning:
🤝 Paraplanners having more engagement with clients
🦾 Is the role of tech the great enabler?
📈 Challenging Advisers and adding value
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06/30/22 • 15 min
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