Alisdair Barr from Striver chats with me today about getting a foot in the door into a financial planning career, creating a lit CV, how to network effectively, study and what employers are looking for.
He also discusses Striver - his platform connecting quality graduates and new entrants with great financial planning and accounting firms.
Hayley Knight and Kate Fellows join us to discuss how they acquired, ran and sold their paraplanning businesses . Tips on getting started, and things to keep in mind when sub-contracting out to other paraplanners.
We discuss the differences in working in a boutique office as a paraplanner to working in a paraplanning team in a corporate environment. Thank you to our panelists - Tim Goggin & Bronson Hills.
This episode digs deep into moving from being a paraplanner in a team, to managing the team.
I am joined by Sara, Krista Williams and Sigrid Larsen who give their thoughts, insights and tips on making this career move.
Stay tuned for more career development journeys and tips for paraplanners.
Part 2 of Taking the Plunge where Alex Gassner and Donna Klajman discuss income, where they get support from, industry perspectives and what is a paraplanner?
The first part of 'Taking the Plunge' where we talk with Alex Gassner and Donna Klajman about where they came from, tips on how to get started in a paraplanning business and how to source clients.