How We're Different - Felcorp Offshore Paraplanning
Felcorp Team
December 15, 2022
In this video, Honey Kaundal, one of our Senior Paraplanners explains explains how Felcorp delivers a different approach to outsourced paraplanning.
She explains the importance of the paraplanning team understanding the concepts of financial planning and how a better comprehension of what we do leads to better service and value to our financial planning practices.
With emphasis on our variety of professional development and training programs, we are giving our staff the tools and resources to become stronger paraplanners and admin support team members so we can demonstrate value.
For more information about paraplanning and admin service, view our service here.