Note: This blog is third in our series on paraplanners. If you haven’t already read our first two, be sure to check them out! What’s your time worth to you? In 2019, the truth is that most of us are time poor. This is especially true if you’re running your own business in addition to
Most of us are aware of the word “paralegal,” meaning someone trained to assist lawyers in their legal work. But the word “paraplanner” is a little less well known—and if you’re here, you’re probably wondering just what is a paraplanner, anyway? The profession is a relatively new one, having originated within the last two decades—though
Have you ever wondered what exactly the FPA Residency is or what it entails? There isn’t much information out there about this mysterious program other than one week at Residency equates to 500 hours of CFP® experience. This is my experience. I went to the June 2017 Residency program in Denver, Colorado with no idea
Jennifer Pritchard, CFP®, has what many would consider a dream job in financial planning. After graduating from Texas Tech University with a degree in Personal Financial Planning, she worked for a few different local financial planning firms before landing her current role as a 100% virtual paraplanner for three different advisors across the country. Her
