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The Value a Paraplanner Can Add to Your Business
Oyster Stew - A Broth of Financial Services Commentary and Insights
English - June 21, 2021 18:00 - 14 minutes - 10.3 MB - ★★★★★ - 7 ratingsInvesting Business News Business News finra sec regulatory brokerage advisory compliance exchange operations Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Digital Strategy - Modern Chess for Financial Services Firms
Paraplanners can make a financial planner's work life easier and more productive. Join Bill Davis and Matt Thomson, Head of Training at MoneyGuide Pro, as they discuss the challenges financial planners and Advisors face in today’s market, and how having Paraplanners can help resolve some of these issues.
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