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The tech every paraplanner needs to know about

There’s a massive ocean of possibilities and opportunities when it comes to financial services tech and it can be overwhelming to know what you need to pay attention to as a Paraplanner.

In this episode, Patrick Flynn from Simply Kaizen gives us a run down of the advances in both compliance and SOA generation software and also gives us a couple of tips on how to choose the right tech to enhance your role.

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