Most RecentMost ViewedMost LikesEpisode 2: Back-office bootcamp “When advisers talk about it taking X number of hours to deliver advice, it's usually because the paraplanners don't get the information that they need to efficiently and effectively turn the advice around.” Episode 3: Sharpen your tools “More and more practices are moving away from five tasks in their process down to one, simply by using Checklists.”
