Articles and videos to help you level up your practice.

AI: The Future of Paraplanning

Change is upon us. The future of Paraplanning is moving towards Artificial Intelligence. It’s not a matter of if, it’s a matter of when.

When a Financial Adviser Creates Art

When a Financial Advisor creates art they unleash their creativity and become the authors of their clients' financial journeys.

How To Keep Your Paraplanner Happy

Having a happy Paraplanner on your side is a valuable asset in the advice process. Here are three ways to keep your Paraplanner happy.

5 Ways To Supercharge Your Paraplanning Process

Every Paraplanner will have their unique way of working, but here are 5 ways to supercharge your Paraplanning process.

Size Does Matter

When it comes to choosing an outsourcer to do you Paraplanning work, size does matter. But it's not always 'the bigger, the better'.

Should You Specialise in One Particular Software?

Should Paraplanners specialise in one software? Or know how to use all of them? Today I am answering this age old question.

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