Finding your niche within Paraplanning

Financial Planner Life Podcast - Un pódcast de Sam Oakes

Categorías:

Our guest this week chatting with Sam is Michelle Wilson-Stimson from eParaplan Connect. Michelle started out her career working as a door knocker for an American financial advice business, eventually moved into a paraplanning and administrative role and now she runs her own outsource paraplanning business! Michelle breaks down what she thinks is the correct structure for a career framework in paraplanning. And rest assured there are more positions than you think. It's a real eye opener....

Visit the podcast's native language site