Paraplanners: An Essential Role for Financial Planning Businesses

Presented by

Nick Cann, Chief Executive, Institute of Financial Planning

About this talk

This session will consider the role of the Paraplanner, how it has evolved and why it is now an essential component of a Financial Planning business. With firms facing higher costs, lower and different shape revenues, greater efficiencies need to be found within the business and within the delivery of the service to the clients.

Related topics:

More from this channel

Upcoming talks (7)
On-demand talks (987)
Subscribers (57539)
Insights for Investors