Latest / Financial Planner Life Podcast
Finding your niche within Paraplanning
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.
We also speak about how wellbeing is intertwined into her career framework to ensure that those that go on…
The skinny
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