Say it with us...paraplanning.
Paraplanning.
Paraplanning.
Para - planning.
What is it, why is it important, who's doing it and how are they doing it?
This week's episode - likely the first of a series we'll return to - is all about the noble art of paraplanning. Because Jordan and Nathan know that hitting the kind of collaborative alignment that can occur between a financial adviser and paraplanner is one of the joys of the profession.
But they also know that finding that synchronicity takes work and more than a dollop of luck.
They also end up quite enjoying whispering the word...
Paraplanning...
You can now get CPD points for listening to two knuckleheads (and guests!) wax lyrical about financial advice for an hour at a time.
CPD For this Episode: https://quiz.ensombl.com/NATH-26052109-04290001
Thanks again to the team at CPD Check for letting us publish our episodes using their AI-CPD certifying engine. Check out Clayton's episode on the pod for more info.
Nathan:
Jordan:
LinkedIn:
Challenge the Standard in Financial Advice (Podcast): Overview | LinkedIn
The information contained in this podcast is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser.
Jordan and Nathan are both authorised representatives of PlanningSolo Licensing, AFS Licence 526143.
