Have you ever heard the quote, “Mentoring is a brain to pick, an ear to listen, and a push in the right direction”? Well, in
In this episode, I sit with Ben Marshan and Phil Anderson to explore the Quality of Advice Review and what Paraplanning looks like in the
Teresa Yardi, Paraplanner at MiQ Private Wealth shares what it is like working in a team of paraplanners and the processes they have implemented for effective communication and to support each other.
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