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Putting Personality into Paraplanning 

Just because Paraplanning is a serious profession, it doesn’t mean it has to be boring.

In this episode, I’m joined by Kristy Whittington, the owner, founder and Chief Happiness Mixer of Fresh Paraplanning. 

Kristy’s approach to Paraplanning is obvious when you look at the website for Fresh Paraplanning. It’s fun, it’s quirky, and it’s fresh. We talk about how her approach has created a natural filter for ideal clients, set expectations around communication with her advisors, and created a framework for the culture at Fresh Paraplanning.

This is fun, enlightening, and outside-of-the-box conversation and a must-listen. Enjoy!

Connect with Kristy: 

Find out more about Fresh Paraplanning: 

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