Podcasts by The Paraplanner Hub: Chats in the Hub

Getting a Foot in the Door: With Striver from 2020-03-10T12:26:21

Alisdair Barr from Striver chats with me today about getting a foot in the door into a financial planning career, creating a lit CV, how to network effectively, study and what employers are look...

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Getting Bizzy With It: Tips on Owning a Paraplanning Business from 2019-11-10T12:22:56

Hayley Knight and Kate Fellows join us to discuss how they acquired, ran and sold their paraplanning businesses . Tips on getting started, and things to keep in mind when sub-contracting out to ...

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Chit Chat with Conrad from 2019-10-10T12:10:13

Ex-Corporate executive (and genuine top-bloke) Conrad Travers of Tangelo Strategy and Advice Consulting provides his thoughts on where the industry is headed, how paraplanners fit into the future s...

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Paraplanner Smackdown: Corporate vs Boutique from 2019-09-29T13:44:24

We discuss the differences in working in a boutique office as a paraplanner to working in a paraplanning team in a corporate environment.  Thank you to our panelists - Tim Goggin & Bron...

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Look at me, I'm the Captain Now! - Being a Manager from 2019-09-12T21:23

This episode digs deep into moving from being a paraplanner in a team, to managing the team.

I am joined by Sara, Krista Williams and Sigrid Larsen who give their thoughts, insights and t...

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Pt 2 - Taking the Plunge (into Contract Paraplanning) from 2019-09-03T12:27:38

Part 2 of Taking the Plunge where Alex Gassner and Donna Klajman discuss income, where they get support from, industry perspectives and what is a paraplanner?

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Pt 1 - Taking the Plunge (into Contract Paraplanning) from 2019-09-03T12:27:13

The first part of 'Taking the Plunge' where we talk with Alex Gassner and Donna Klajman about where they came from, tips on how to get started in a paraplanning business and how to source client...

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Introduction from 2019-08-27T21:51:34

Hi there - it’s Mel Elizabeth and welcome to Chats in the Hub!

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