Feb 20, 2023
In this episode I talk with one of the best contact Paraplanners
going around, Clinton Weekes!
Being one of the best contractors I’ve ever worked with, Clint has
some amazing advice and tips for all Paraplanners out there.
We discussed productivity and efficiency as a contractor, how to
bring value to your...
Feb 7, 2023
Compliance in the financial planning industry can feel like a
minefield. So, what does it take to get the green tick of approval
for compliance?
Kerrin Glover, Senior Compliance Consultant at Kinetic Compliance,
joins me to share her three top tips on problematic compliance
areas you need to be aware of when writing an...