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Your Business: Paraplanner

Parascope: How to deal with clients who don’t cough up

by Anonymous on May 18, 2012 at 11:37

For a small business, it can be crippling to have clients who do not pay on time. What can you do to protect yourself? Our anonymous insider has some useful tips.

Paraplanner profile: Julie Wild of Carbon Financial Partners

on May 17, 2012 at 14:44

Ongoing study and training is 'essential' in an industry that is continually changing, Julie Wild of Carbon Financial Partners says.

Paraplanner profile: Jonathan Buchanan of Turcan Connell

by William Robins on May 14, 2012 at 08:58

Holistic paraplanner Jonathan Buchanan on the importance of spending time with clients.

Paraplanner profile: Jade Lee of Alexander Forbes

by William Robins on May 10, 2012 at 10:29

Jade Lee of Alexander Forbes

Page Russell seeks paraplanner for new in-house support team

by William Robins on May 03, 2012 at 15:42

Suffolk-based Page Russell is looking to recruit an in-house paraplanner, which it hopes will be the first member of a larger adviser support team.

Parascope: Be wary of jumping on the outsourcing bandwagon

by Anonymous on May 03, 2012 at 13:30

The increasing buzz surrounding outsourcing in financial services is becoming impossible to ignore. Everything from investment processes, model portfolios, risk profiling, lead generation, marketing and paraplanning now seems to be up for grabs.

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