How to build mutually beneficial relationships with advisers (The paraplanner series Ep.23)
17 November, 2021LIBF Financial Adviser
We are pleased to bring you the third episode to our brand new paraplanner series, hosted by Richard Cooper, The London Institute of Banking & Finance, and with guest speakers from the world of paraplanning, Sian Davies-Cole, Plan Works, Rob Kingsbury, Professional Paraplanner, Peter Bridgwater, Eparaplan, and John Somerville, The London Institute of Banking & Finance.
This episode discusses how best to build mutually beneficial relationships with advisers and some of the issues faced by paraplanners today.
This is a series by paraplanners for paraplanners. Look out for episodes monthly.