Help! I need somebody: One paraplanner's open letter to providers

One paraplanner's open letter to providers

clock • 6 min read

Paraplanner Kim Bendall gets it: providers have a tough job. But there are a few things they could do to, you know, improve...

One of the interesting things I've noticed over the last five years in particular is the way providers have started to change and adapt what they do in order to support our community. We are frequently asked by many different organisations within the industry how they can reach out to paraplanners and tailor what they do to this small, but growing, bunch. There seems to be a myth that the needs of paraplanners are vastly different to those of advisers, and that we need all sorts of new and innovative ideas directed our way. Information Having worked as both an adviser and paraplanne...

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