Paraplanners share Working from Home experiences
- Tuesday, 06 October 2020
- Articles
Working from home can be daunting at first but many Paraplanners have risen to the challenge during the pandemic, according to a report in the latest Financial Planning Today magazine - sister publication to Financial Planning Today website.
Read more...Financial Planners reduce hours to care for others
- Friday, 24 July 2020
- Articles
Almost three quarters (73%) of Financial Planners reduced their working hours to support others or provide home schooling during the Coronavirus pandemic, according to a new report.
Read more...4 in 10 professionals using video for new business
- Wednesday, 22 July 2020
- Articles
Four in 10 financial services professionals say they have adapted to using video calling to secure new business with prospective clients.
Read more...CISI 2020 Paraplanner Conference goes virtual
- Wednesday, 15 July 2020
- Articles
The CISI’s Paraplanner Conference in September has been converted from a physical to a virtual event due to the Coronavirus pandemic.
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