The ultimate guide to earning a promotion as a paraplanner. Paraplanning is such a noble profession but if you're not active about positioning yourself for a promotion a lot of the valuable work you do can go unseen. This guide will help you to position yourself for success and get the most out of your financial planning career.
Your guide to building a successful Linkedin profile. Four easy steps to help you maximise your client-reaching potential online. Use the checklist to run through your profile and see how you stack up.
Locked down with nowhere to go, working from home, isolated from friends and family, it’s not surprising our collective dedication to personal digital devices soared into a whole other stratosphere in 2020….So... Digital detox? You know you need one.
Super excited to be announcing our new integration with Iress XPLAN today! XPLAN is used by 80% of our customers to manage their client relationships, conduct product research and model financial scenarios. We're partnering with XPLAN to make document creation, template management and compliance easy for financial planning firms in Australia.
Nod chats with Conrad Francis, one of the founders of Inspired Money, a Perth-based financial planning practice. He is also an executive and performance coach and is a massive advocate for great advice.
Top 5 Tips to Improve Paraplanner / Advisor Interactions
The value of smooth and efficient interaction between an adviser and their paraplanner is worth its weight in gold. Realistically, it’s the difference between a Statement of Advice (SoA)being produced in 3 days, or 21.