Further to my youtube video about making Zoom more secure, I have made the attached document which outlines the various things I discussed in my video. Please feel free to rebrand and use with your clients as they will be using zoom as well to speak with relatives.
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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