Working together for the best client outcome

I’m super excited to have had an article published by Prudential in their quarterly adviser magazine – Oracle. Here’s an extract from the beginning; do hop over to┬áthe Pruadviser website to read the rest. Having a different skillset, paraplanners are able to help advisers spend more of their time with their customers. The company I […]

Professional Paraplanner Technical Insights Seminar

This morning I had the pleasure of attending the first ever Professional Paraplanner seminar. The team brought together an impressive lineup of top quality speakers covering a topical areas. Considering this is their first event it was incredibly slick and went without a hitch. Kicking off with a message from editor, Rob Kingsbury, we heard […]