When it comes to writing for a groups of advisers, it’s imperative that the paraplanning team works together towards the common goal.
In this episode, Teresa Yardi, Paraplanner at MiQ Private Wealth shares what it is like working in a team of paraplanners and the processes they have implemented for effective communication and to support each other.
Connect with Teresa: https://www.linkedin.com/in/teresa-yardi/
The Rise of the Paraplanner is powered by Contract Paraplanning Services: https://www.contractpps.com.au/
