Paraplanning as a career destination
All financial planners will be working with paraplanners at some point in their career – but what makes a great paraplanner and why do they do what they do? Some people are paraplanners on their way to becoming financial planners, but others have chosen paraplanning as a satisfying career with no intention of becoming an […]
Police officer to financial planner: My 25-year journey protecting others
By Brett Schatto Life rarely follows a straight path. Mine has twisted through three distinct careers, each shaping who I am today. As I reflect on my 25 years as a financial planner, I can see how my unconventional journey created the foundation for work that has become more than a career – it’s become […]
Award winner Deline knows how to inspire an audience
Winner of the 2024 Inspire Women – Excellence in Advice award, Deline Jacovides CFP® has always found social media important to connecting with her audience. Instagram has certainly helped build her profile and attract clients and she’s now in a position where she can take her foot off the accelerator in attracting clients and focus […]