The Greatest Thing Our Virtual Company Did In 2022

We’re in the virtual business of growing financial planning firms. We are financial advisors. Business owners. And former paraplanners. And what else are we? We are a 100% virtual team dedicated to connecting financial planning firms with virtual employees and contractors. Our goal is simple. Make work experience more accessible in the financial planning industry.

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Landing Your First Paraplanning Internship

Whether you’ve just completed your degree, started your journey towards the CFP designation, or recently decided to make a career switch, you’ve ultimately decided that financial planning is your calling.  Whatever journey you’ve taken so far, you’re now ready to land that first gig, which may be in the form of an internship. While often

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The Value of Adding Comprehensive Financial Planning to Your Existing Firm

Often, the  immediate association of financial planning is planning for retirement or investing. It is true that these are both important areas of financial planning, but there are several other aspects of financial planning than can be provided to clients to build a comprehensive financial planning offering that adds both client value and increases your practice’s

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