Tag Archives: Report Writing

Why paraplanning is not just about report writing.

Back in the early days of my career, I was provided with a laptop (cutting edge in the early 1990’s) which was used to fact find, obtain quotes off the exchange and write my own reports. Back then I had no idea that I was actually doing my own ‘paraplanning’, it was just part of … Continue reading Why paraplanning is not just about report writing.

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