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Getting the best from the adviser/paraplanner relationship

25 January 2018

In this video, with Elsa Ordonez Garcia, paraplanner with Mazars, shares her view on how to get the best from the adviser/paraplanner relationship.

First, it should not be a ‘them and us’ situation, she says.

You can read interviews with Elsa as well as with the Mazars paraplanning team, and how they work together, in the February 2018 issue of Professional Paraplanner.

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