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April 28, 2020Richard Allum on the Rise of Outsourced Paraplanning43 minutesPlay Richard’s background in FS and what his firm doesn What he sees as the true role of a paraplanner Why he setup paraplanner powwow and his experience of the paraplanning community How he has used technology and innovation to leverage his business The benefits of outsourcing vs building an in house team Why we should be networking amongst ourselves ...moreShareView all episodesBy NextGen Planners3.544 ratingsApril 28, 2020Richard Allum on the Rise of Outsourced Paraplanning43 minutesPlay Richard’s background in FS and what his firm doesn What he sees as the true role of a paraplanner Why he setup paraplanner powwow and his experience of the paraplanning community How he has used technology and innovation to leverage his business The benefits of outsourcing vs building an in house team Why we should be networking amongst ourselves ...moreMore shows like NextGen PlannersView allTRAP: The Real Adviser Podcast5 Listeners
Richard’s background in FS and what his firm doesn What he sees as the true role of a paraplanner Why he setup paraplanner powwow and his experience of the paraplanning community How he has used technology and innovation to leverage his business The benefits of outsourcing vs building an in house team Why we should be networking amongst ourselves
April 28, 2020Richard Allum on the Rise of Outsourced Paraplanning43 minutesPlay Richard’s background in FS and what his firm doesn What he sees as the true role of a paraplanner Why he setup paraplanner powwow and his experience of the paraplanning community How he has used technology and innovation to leverage his business The benefits of outsourcing vs building an in house team Why we should be networking amongst ourselves ...more
Richard’s background in FS and what his firm doesn What he sees as the true role of a paraplanner Why he setup paraplanner powwow and his experience of the paraplanning community How he has used technology and innovation to leverage his business The benefits of outsourcing vs building an in house team Why we should be networking amongst ourselves