Calling all paraplanner leaders or paraplanner team managers! On 16th April, we were joined by leadership coach and consultant, Rachael Hurdman of Arch inspire and Aleks Sasin, Founder and Chief Paraplanner of Navigatus to share ideas on leading, managing and inspiring … Continued
Top writing tips from the people at Quietroom that Paraplanners can use to improve their reports and make complex financial matters easier to understand for clients.
PFS Paraplanner Panel member and Powwow regular (not to mention this year’s host), Caroline Stuart shares some of the whats, hows and wheres of the PFS Paraplanner Panel’s new Paraplanner Pathway. Hello there or How! PFS Paraplanner HQ have been working … Continued
In our first technical case study, paraplanner Nathan Fryer discusses how analytical thinking can make sure that the client gets the best possible outcome.