Paraplanning: Finding the Perfect Fit

Paraplanning: Finding the Perfect Fit

As the founder of Simply Paraplanner, Alex Hopkin, AFC®, CFP®, has created a home for paraplanners and financial planning firms to connect. Simply Paraplanner offers a space for paraplanners to grow their skillsets and find virtual work, and a spot for financial planning practice owners to find a paraplanner that’s a perfect fit for their needs. Ready to learn more? Tune in now!

Growing a Practice with Project and Hourly Planning

Growing a Practice with Project and Hourly Planning

If you’ve ever considered buying a financial planning practice, want to know more about growing a multi-location practice, or wondered how a national, virtual team works together to serve clients on hourly and project-based financial planning cases – this episode is for you. Anna Sergunina, CFP®, covers a lot of ground, and every minute of this podcast is jam-packed with valuable information!