Leveraging a Virtual Paraplanner Within Your Firm
Guest Expert: Alex Hopkin and Jen Pritchard
Date:
Webinar Replay Description
Join Alex Hopkin, CFP® and Jen Pritchard, CFP® from Simply Paraplanner to discuss what a virtual paraplanner is and how to best utilize one in your firm.
Comments
Excellent presentation. Interesting topic, good pacing, relevant support materials.
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Attendees Comments: