Jul 11, 2023
This episode of Rise of the Paraplanner is all about the process of
implementing the video Statement of Advice (SOA). My guest is James
Wrigley - Principal and Financial Advisor with First Financial.
James is right in the middle of this process, so it’s very fresh
for him!
In this conversation we talk about the expected effects of the
video SOA for a Paraplanner’s role, the expected results for his
business, and the expected response from his clients. If you are a
Paraplanner and you’re concerned about the future of your role,
this is a must listen.
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Services: https://contractpps.com.au/