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Paraplanner power

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As the RDR eats more into advisers’ precious time and increase pressure on their business, paraplanners will be in greater demand, writes Rachael Adams:

http://www.moneymarketing.co.uk/adviser-news/training-and-recruitment/paraplanner-power/1031452.article

Paraplanners are at the core of the business, says Eve Wheeler

http://www.moneymarketing.co.uk/paraplanners-are-at-the-core-of-the-business/1030335.article

Paraplanner qualifications and exam preparation

Other useful links and resources

Skills training for paraplanners moving to a client-facing role

The Money Marketing Academy runs a series of business skills courses.  Our sales skills course has proved popular with those wishing to build on their technical skills and learn how to:

  • Understanding how and why people buy
  • Engaging the customer
  • The psychology of buying
  • Asking the right questions
  • Selling to the right people
  • Getting the client to close themselves!


Please email us at moneymarketingacademy@centaur.co.uk for details of the next available course.

Have you found any other resources, seminars, courses, websites or groups useful in your role?  Or is there a particular area in which you would like to see more support made available?  Please use the comments box below to share your thoughts.

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