EmbarkPod

Embark MiniPod: All hail the rise of the Paraplanner!

June 30, 2022 Embark Group Season 2
EmbarkPod
Embark MiniPod: All hail the rise of the Paraplanner!
Show Notes

It's official - being a Paraplanner is no longer a stepping stone to becoming an Adviser... it's a cornerstone of being able to deliver good advice to clients.

Key Account Manager at Embark Group, Neale Smith is back to join Roger Hearing on the latest miniPod as they discuss the latest findings from 300+ people regarding paraplanning:

🤝 Paraplanners having more engagement with clients
🦾 Is the role of tech the great enabler?
📈 Challenging Advisers and adding value

Sign up to our Embark Adviser monthly newsletter for the latest insights from around the market, straight to your inbox!