This is an ideal opportunity to join a leading financial planning business seeking an experienced and technically strong paraplanner to support the financial planners. Your role will incorporate research, analysis and report writing. You will be involved in face to face client meetings as well as telephone meetings.
Episode 82 - Being a business owner and making mistakes with Roger Kennedy
In this episode, Adam & Roger go through how they met at the XYPN Conference in Dallas, being a business owner, making mistakes and how his firm have dealt with lockdown.
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