Navigating the Paraplanning Profession: A Journey into Mentoring

22 May 2023

Sam Patterson, newly appointed director and head of mentoring at The Paraplanner Club, tells why he feels the peer-to-peer mentoring scheme is important for the paraplanning community. If you asked ten paraplanners to describe their day-to-day roles, I’d imagine you would get ten different answers. If you asked ten different financial planning firms to...