In this episode, Suzie Eyrich, CFP®, is shares her experiences at both an RIA and a bank that leads with financial planning. She also shows us how to grow your experience as a new planner and the best ways to confidently (and respectfully) advocate for yourself and the career you want.
As the founder of Simply Paraplanner, Alex Hopkin, AFC®, CFP®, has created a home for paraplanners and financial planning firms to connect. Simply Paraplanner offers a space for paraplanners to grow their skillsets and find virtual work, and a spot for financial planning practice owners to find a paraplanner that’s a perfect fit for their needs. Ready to learn more? Tune in now!
In this round table, our group of four paraplanners share their insights and what they have learned about financial planning having worked with multiple different firms. Don’t miss their fantastic insights into financial planning firms!
If you’ve ever considered buying a financial planning practice, want to know more about growing a multi-location practice, or wondered how a national, virtual team works together to serve clients on hourly and project-based financial planning cases – this episode is for you. Anna Sergunina, CFP®, covers a lot of ground, and every minute of this podcast is jam-packed with valuable information!