Contract Paraplanning Services

Get an instant quote with our Pricing Calculator

Analysing the paraplanning process

In this episode, Gianni takes us through the process he follows to analyse SOA production. Including, the ways they identify a defect and how to measure the impact of the issue on the entire process. Gianni shares his advice on what paraplanners should be taking into consideration when writing the SOA and how to assess their own processes for optimal productivity.

Connect with Gianni: https://www.linkedin.com/in/gianni-musumeci/

The Rise of the Paraplanner is powered by Contract Paraplanning Services: https://www.contractpps.com.au/

Don't Miss Any Updates​

Register to be notified as soon as a new episode is released

Listen to the Podcast via