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 future. Ben and Phil discuss the future of written documentation, like the SOA, and how these changes will affect Paraplanners’ place in the financial advice industry. This episode uncovers and cements the true value of the Paraplanner and, hopefully, quells any fears you have around the elimination of SOA documentation and the future of financial planning.
Connect with Ben: https://www.linkedin.com/in/benjamin-marshan-6617191/
Connect with Phil: https://www.linkedin.com/in/philpaulanderson/
The Rise of the Paraplanner is powered by Contract Paraplanning Services: https://www.contractpps.com.au/
