paraplanner n.— «Under the Australian model the financial planner still meets with the client and assesses their needs, but the actual plan is produced by the paraplanner in the back-office.» —“Paraplanners bolster advice...
paraplanner n.— «Under the Australian model the financial planner still meets with the client and assesses their needs, but the actual plan is produced by the paraplanner in the back-office.» —“Paraplanners bolster advice...
