Financial Planner Life Podcast cover image

Finding your niche within Paraplanning

Financial Planner Life Podcast

CHAPTER

Evolving Roles in Financial Planning Firms

The chapter explores the changing landscape of roles within financial planning firms, from administrators and power planners to paraplanners. It emphasizes the unique skill sets required for each role, the potential for high earnings as a power planner, and the importance of recognizing and incentivizing these professionals.

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