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Initial Client Contact Protocol
107
views
0
comments
0
points
Started by
GallusAlice
August 2020
What industry awards are there for Financial Advisers?
85
views
0
comments
0
points
Started by
RickSanchez
August 2020
Advertising / Marketing
103
views
3
comments
0
points
Most recent by
Rcaisley
August 2020
Careers - the best move to make?
279
views
4
comments
0
points
Most recent by
Caroline_Singleton
August 2020
Supporting One Another
1.7K
views
71
comments
0
points
Most recent by
Clairebear512
August 2020
Paraplanners wanted for paid research project
164
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0
comments
0
points
Started by
richallum
July 2020
Rebroking Life Cover
228
views
5
comments
0
points
Most recent by
Caro
June 2020
Letter template for Annual Review (Investments)
527
views
2
comments
0
points
Most recent by
TerrierLady
June 2020
'Lower value' clients
222
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5
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0
points
Most recent by
Gustavo_Fring
June 2020
360 Templates
208
views
9
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0
points
Most recent by
parawhat
May 2020
Fancy a brew? ☕😊
90
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0
comments
0
points
Started by
Caro
May 2020
Recommend me an office chair
181
views
6
comments
0
points
Most recent by
Gustavo_Fring
May 2020
Report writing tools v internal templates
240
views
3
comments
0
points
Most recent by
Chris_Hindle1
May 2020
The Ultimate Paraplanner Questionnaire 2020!
257
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2
comments
0
points
Most recent by
PPWow
April 2020
Hello
75
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0
comments
0
points
Started by
Elaine2685
April 2020
Pension Providers & Payslips
91
views
1
comment
0
points
Most recent by
ruthiebusybee
April 2020
#AdviseHer - please share your views on financial planning for women
187
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2
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0
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Most recent by
Fiona
March 2020
CISI Paraplanner Conference
121
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7
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0
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Most recent by
richallum
March 2020
Route to adviser
193
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1
comment
0
points
Most recent by
Rcaisley
March 2020
Most popular pension providers and products
147
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2
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0
points
Most recent by
PPWow
March 2020
Life before paraplanning
975
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25
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0
points
Most recent by
Navigator
February 2020
Individual Protection 2016 - reference number
103
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1
comment
0
points
Most recent by
Nath
February 2020
Insured funds vs Institutional
209
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2
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0
points
Most recent by
benjaminfabi
February 2020
Developing paraplanning skills
197
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3
comments
0
points
Most recent by
LiamD0529
January 2020
New LIBF Level 4 Diploma in Paraplanning Launched
307
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2
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0
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Most recent by
Andy_Schleider
January 2020
Paying for the daughter's wedding - PET?
421
views
5
comments
0
points
Most recent by
Jona
January 2020
Forum etiquette
Announcement
939
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0
comments
0
points
Started by
benjaminfabi
December 2019
Paid & licensed material
114
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0
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0
points
Started by
Admin
December 2019
Administrator to Paraplanner - Struggle!
772
views
18
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0
points
Most recent by
Caro
December 2019
Client Meeting Attendance
344
views
6
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0
points
Most recent by
Caro
December 2019
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