Richard Allum on the Rise of Outsourced Paraplanning
Apr 28, 2020•44 min
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Episode description
- 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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