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
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.
Brandon Lovingier, ChFC®, MQFP™ Is the man!!! Love it!
Helping Financial Advisors/RIA/IBD pay less income tax and file accurate returns as they grow their firms
2moThanks so much for joining Brandon Lovingier, ChFC®, MQFP™!