Wildcherry
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- Wildcherry
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Comments
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Have you got an idea of which provider you will use? Sometimes they can provide some good wording for templates if you ask them.
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I see it a bit like a Cricket analogy, you have: Bowlers (Advisers) Batsmen (Paraplanners) You have to have a team of both or you won't succeed. To find an "all-rounder" who can do both well is incredibly rare.
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My thoughts are as follows: The industry is still in the wrong linear mindset of: Administrator -> Paraplanner -> Adviser With pay rising as you go up the line. This is just flat out wrong and the paraplanning and adviser roles should …