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Virtual Paraplanning and Building Processes
You're a Financial Planner, Now What?
English - January 23, 2018 19:12 - 57.3 MB - ★★★★★ - 64 ratingsCareers Business Investing Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Defining Success as a Business Owner
Next Episode: Lessons Learned from a Decade of Serving Younger Clients
Jen Pritchard had no idea that virtual paraplanning work was an option until she graduated college. Now, three years later, she works as a successful, full-time virtual paraplanner and operations consultant - and is thriving in her role!