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S8E3 Paraplanning
Say it with us...paraplanning.
Paraplanning.
Paraplanning.
Para - planning.
What is it, why is it important, who's doing it and how are they doing it?
This week's episode - likely the first of a series we'll return to - is all about the noble art of paraplanning. Because Jordan and Nathan know that hitting the kind of collaborative alignment that can occur between a financial adviser and paraplanner is one of the joys of the profession.
But they also know that finding that synchronicity takes work and more than a dollop of luck.
They also end up quite enjoying whispering the word…
The skinny
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