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Helping Financial Advisors/RIA/IBD pay less income tax and file accurate returns as they grow their firms

Maybe you just need a paraplanner. What’s the math on the ROI of focusing more on BD and getting some admin off your plate? In today’s convo with Brandon Lovingier, ChFC®, MQFP™, he shares his experience as a paraplanner, how he’s seen advisors succeed with getting a paraplanner in their practice, and how to get started! https://lnkd.in/eXUPZaDn #paraplanning #paraplanner #financialadvising #financialplanning

Catherine Tindall, CPA

Helping Financial Advisors/RIA/IBD pay less income tax and file accurate returns as they grow their firms

2mo

Thanks so much for joining Brandon Lovingier, ChFC®, MQFP™!

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It's always valuable to consider the ROI of reallocating our focus. Thank you for sharing your conversation with Brandon Lovingier, ChFC®, MQFP™. With the right support, advisors can optimize their time and productivity.

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