

Finding your niche within Paraplanning
Mar 9, 2023
Michelle Wilson-Stimson, from door knocker to paraplanner to running her own outsource business, discusses career framework in paraplanning, importance of wellbeing, diverse roles in financial planning, evolving dynamics in the industry, specialized niches, and the value of personal branding.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Introduction
00:00 • 2min
Evolving Roles in Financial Planning Firms
01:52 • 11min
Navigating a Creative Transition to Finance
12:26 • 8min
Contrasting Responses to Sales Approaches in Different Cultures
20:35 • 2min
Insights into Financial Advisors' Characteristics and Challenges
22:43 • 10min
Exploring the Value of Paraplanning and Flexibility in Career Development
32:43 • 4min
Navigating Career Development and Well-Being in Financial Planning Firms
36:44 • 23min
Specializing in Paraplanning: Standing Out in a Competitive Market
01:00:07 • 6min