EPISODE · Apr 28, 2020 · 52 MIN
Cathi Harrison on graduate recruitment and outsourced paraplanning
from The Plannex Podcast · host Plannex
In this episode, we have Cathi Harrison, founder of Para-Sols and also the newly formed Apricity Compliance. We talk about her incredible journey in Financial Services going from one woman band to building a large outsourced Paraplanning firm. We also talk about what she has learnt hiring and also recruiting and training graduates and why she is passionate about this area. We also talk about the future of compliance and file checking and technology that she thinks advisory firms can use to build efficiencies. Finally she gives us some thoughts about how we can get more younger females in financial services as she is a great role model in this area.
What this episode covers
In this episode, we have Cathi Harrison, founder of Para-Sols and also the newly formed Apricity Compliance. We talk about her incredible journey in Financial Services going from one woman band to building a large outsourced Paraplanning firm. We also talk about what she has learnt hiring and also recruiting and training graduates and why she is passionate about this area. We also talk about the future of compliance and file checking and technology that she thinks advisory firms can use to build efficiencies. Finally she gives us some thoughts about how we can get more younger females in financial services as she is a great role model in this area.
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Cathi Harrison on graduate recruitment and outsourced paraplanning
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