As part of the “paraplanning giving back” initiative born by Dan Atkinson, I thought I would jot down a few useful excel tricks that few people know.
Be sure to share your Excel tricks and tips using #PPXLTricks
By Paula Butrynska Assessing a client’s risk profile – that is, their natural feelings about risk –
By Nathan Fryer Whilst there are many similarities between a Paraplanner and a Financial Planner, there are
By Kimberley Malin DipPFS Cert CII (MP) There are so many outsourced paraplanning firms out there, so
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