EPISODE · Apr 28, 2020 · 43 MIN
Richard Allum on the Rise of Outsourced Paraplanning
from The Plannex Podcast · host Plannex
Richard's background in FS and what his firm doesn What he sees as the true role of a paraplanner Why he setup paraplanner powwow and his experience of the paraplanning community How he has used technology and innovation to leverage his business The benefits of outsourcing vs building an in house team Why we should be networking amongst ourselves
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Richard Allum on the Rise of Outsourced Paraplanning
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