We have changed the way we approach Paraplanners in the market Paraplanners make up for 70% of our business, yes we recruit Financial Advisors and…
Lee adminMarch 1, 2022
Kick Start Your Financial Planning Career As our specialism is purely Financial Planning for private clients, in this blog I’ll map out the typical career…
Antony GeorgeSeptember 29, 2021
We have broken this down into 3 main areas: earning a 3rd of gross income, earning half of the gross income and being self-employed. This…
Jordan adminAugust 6, 2021
This article is written by Lewis Byford as part of Money Marketing’s brand new hub, Financial Adviser 2B. For more great content, click here. Do…
Jordan adminAugust 5, 2021
For paraplanners looking to move up the pay scale, changing firms is one option...but not the only one. Lewis Byford, offers some advice: When it…
Antony GeorgeJune 10, 2021
We recently hosted a free webinar on SMART objectives, as part of a series it is conducting which looks to offer something practical to the…
Antony GeorgeMay 20, 2021
This article is written by Lewis Byford as part of Money Marketing’s brand new hub, Financial Adviser 2B. For more great content, click here. We…
Antony GeorgeMay 20, 2021
Well-planned and carefully structured performance reviews are vital in retaining the best advisers. Lewis Byford first wrote this article for Money Marketing and we thought…
Antony GeorgeApril 22, 2021
We have spent the past 5 years recruiting with tunnel vision focus on the financial planning industry. We know our market and most importantly we…
Antony GeorgeMarch 23, 2021