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Embark MiniPod: All hail the rise of the Paraplanner!
Manage episode 357224176 series 3455299
Embark Group에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Embark Group 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
It's official - being a Paraplanner is no longer a stepping stone to becoming an Adviser... it's a cornerstone of being able to deliver good advice to clients.
Key Account Manager at Embark Group, Neale Smith is back to join Roger Hearing on the latest miniPod as they discuss the latest findings from 300+ people regarding paraplanning:
🤝 Paraplanners having more engagement with clients
🦾 Is the role of tech the great enabler?
📈 Challenging Advisers and adding value
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30 에피소드
공유
