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Paraplanners – The Engine Behind a Truly Successful Financial Planning Firm | Sam Patterson
Back in the world of high-performance Financial Planning pros on the FPL Podcast as this week we’re joined by Sam Patterson, Managing Director of The Patterson Group!
Sam’s experience in Financial Planning puts him a cut above the rest when it comes to navigating a career as a Paraplanner. After taking on the role himself, Sam moved into managing a team of successful Paraplanners, and has seen some of his colleagues make serious waves in the world of Paraplanning as a career choice since then.
We establish the value of strong back-office support when it comes to running a successful business…
The skinny
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