Wisdom not waffle: 4 tips for engaging reports!

One of the key skills for any Paraplanner is to write clear effective reports. What do we think about when we write a report? In this article I want to give you some practical tips that I have found helpful. Tip 1: The report is worthless – the message is where the money is The […]

Financial Planning – “avec ou sans” products

Those of you who are active on Twitter may well have noticed a fair amount of debate this weekend on how products fit in with the financial planning process. I think that it would be fair to say that in most cases the processes Paraplanners work with are set by their employers (or clients in […]