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 1: Let's talk strategy “It’s not unusual for us to see profit uplifts in excess of 30%, and in some cases in excess of 40%”
