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Pt 1 - Taking the Plunge (into Contract Paraplanning)
The first part of 'Taking the Plunge' where we talk with Alex Gassner and Donna Klajman about where they came from, tips on how to get started in a paraplanning business and how to source clients.
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By MelThe first part of 'Taking the Plunge' where we talk with Alex Gassner and Donna Klajman about where they came from, tips on how to get started in a paraplanning business and how to source clients.