We all know how it’s supposed to work (or at least how it used to): you join a company, you follow the predetermined career path, and you start moving up the ladder. Most of the time, this means that your job will steadily progress in terms of both difficulty and responsibility, with the reward ofRead more “What Is the Career Path for a Paraplanner?”
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What Our Clients Say
Shawn Tydlaska
Hiring your first employee can be very scary and could be very disruptive to your financial planning practice. But it doesn’t have to be. By working… Read more “Shawn Tydlaska”
Shawn Tydlaska
Ballast Point Financial Planning
Sophia Bera
I received 33 applications in a week and Alex was able to review all them and narrow down the list to 7 quality candidates who I… Read more “Sophia Bera”
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Gen Y Planning
Richard Taylor
Alex presented me with some superb candidates. She briefed both them and me very well – I found the “Candidate Summary” for each client extremely insightful… Read more “Richard Taylor”
Richard Taylor
Taylor & Taylor USA
From the Blog
How to Network as a Paraplanner and Start A Business- My Story
There are many challenges to running your own business however, consistency along with networking allows you to accomplish a lot more. It’s why today I’m going to share with you how I network as a paraplanner. Guess what? Like many businesses out here, if done right, you become the answer to a need in theRead more “How to Network as a Paraplanner and Start A Business- My Story”
What Is a Paraplanner and How to Get Started
If you’re interested in jumping into the finance industry, you’re in luck! The financial world is one of the few sectors anyone can enter, whether they’re fresh out of college or looking for a career change. As long as you’re knowledgeable about finances and possess the skills it takes, you can get your foot inRead more “What Is a Paraplanner and How to Get Started”
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