Oyster Stew - A Broth of Financial Services Commentary and Insights

The Value a Paraplanner Can Add to Your Business

June 21, 2021 Oyster Consulting
Oyster Stew - A Broth of Financial Services Commentary and Insights
The Value a Paraplanner Can Add to Your Business
Chapters
Oyster Stew - A Broth of Financial Services Commentary and Insights
The Value a Paraplanner Can Add to Your Business
Jun 21, 2021
Oyster Consulting

Paraplanners can make a financial planner's work life easier and more productive. Join Bill Davis and Matt Thomson, Head of Training at MoneyGuide Pro, as they discuss the challenges financial planners and Advisors face in today’s market, and how having Paraplanners can help resolve some of these issues.  

Show Notes

Paraplanners can make a financial planner's work life easier and more productive. Join Bill Davis and Matt Thomson, Head of Training at MoneyGuide Pro, as they discuss the challenges financial planners and Advisors face in today’s market, and how having Paraplanners can help resolve some of these issues.