Player FM 앱으로 오프라인으로 전환하세요!
Podcast #83: Purely Paraplanning - The lang Cat’s Steve Nelson on the findings from the recent State of the Advice Nation report
Manage episode 424398425 series 3509692
Are you a paraplanner? Or maybe you’re an adviser or wealth manager who works with paraplanners? If so, this week’s podcast is for you.
This week, Sue and Brandon speak to The Lang Cat’s Steve Nelson about their sixth annual State of the Advice Nation report – all about Paraplanning.
It’s refreshing to hear such an influential and successful organisation highlighting what can often be an underrepresented profession within financial services.
Steve was a pleasure to have on the podcast and his dynamic personality really brought this project to life. He talked passionately about the results of the report including what can be done to make sure Paraplanner roles are more clearly defined going forward and whether Paraplanning is starting to bring more diversity to the industry. To wrap up Steve gets his crystal ball out and we got his thoughts on what he thinks the future holds for Paraplanners.
This conversation certainly uncovered some interesting stuff.
100 에피소드
Manage episode 424398425 series 3509692
Are you a paraplanner? Or maybe you’re an adviser or wealth manager who works with paraplanners? If so, this week’s podcast is for you.
This week, Sue and Brandon speak to The Lang Cat’s Steve Nelson about their sixth annual State of the Advice Nation report – all about Paraplanning.
It’s refreshing to hear such an influential and successful organisation highlighting what can often be an underrepresented profession within financial services.
Steve was a pleasure to have on the podcast and his dynamic personality really brought this project to life. He talked passionately about the results of the report including what can be done to make sure Paraplanner roles are more clearly defined going forward and whether Paraplanning is starting to bring more diversity to the industry. To wrap up Steve gets his crystal ball out and we got his thoughts on what he thinks the future holds for Paraplanners.
This conversation certainly uncovered some interesting stuff.
100 에피소드
모든 에피소드
×플레이어 FM에 오신것을 환영합니다!
플레이어 FM은 웹에서 고품질 팟캐스트를 검색하여 지금 바로 즐길 수 있도록 합니다. 최고의 팟캐스트 앱이며 Android, iPhone 및 웹에서도 작동합니다. 장치 간 구독 동기화를 위해 가입하세요.