Contract Paraplanning Services

Get an instant quote with our Pricing Calculator

Implementing the Video SOA

This episode of Rise of the Paraplanner is all about the process of implementing the video Statement of Advice (SOA). My guest is James Wrigley – Principal and Financial Advisor with First Financial. James is right in the middle of this process, so it’s very fresh for him!

In this conversation we talk about the expected effects of the video SOA for a Paraplanner’s role, the expected results for his business, and the expected response from his clients. If you are a Paraplanner and you’re concerned about the future of your role, this is a must listen.

Connect with James:


First Financial website:

The Rise of the Paraplanner is powered by Contract Paraplanning Services:

Don't Miss Any Updates​

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

Listen to the Podcast via