Nov 27, 2020
Have you ever been in the middle of an SOA and thought "maybe
this isn't for me"? Michael Back from Human to Human and I have
been in that exact situation and in this episode, we discuss how we
dealt with this and found deep fulfilment in our careers.
This conversation is for those Paraplanners out there
wanting...
Nov 19, 2020
There's a massive ocean of possibilities and opportunities when it comes to financial services tech and it can be overwhelming to know what you need to pay attention to as a Paraplanner.
In this episode, Patrick Flynn from Simply Kaizen gives us a run down of the advances in both compliance and SOA generation...