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NextGen Planners

Insights, ideas and inspiration from entrepreneurs and superstars in the world of financial planning. Every fortnight, we chat with a guest from the financial planning profession, hearing their stories and getting under the lid of how they do things. Find out more about our Community by searching 'NextGen Planners' on Google.
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Now displaying: Page 1
Apr 28, 2020

In this episode, we have Cathi Harrison, founder of Para-Sols and also the newly formed Apricity Compliance.

We talk about her incredible journey in Financial Services going from one woman band to building a large outsourced Paraplanning firm.

We also talk about what she has learnt hiring and also recruiting and training graduates and why she is passionate about this area.

We also talk about the future of compliance and file checking and technology that she thinks advisory firms can use to build efficiencies.

Finally she gives us some thoughts about how we can get more younger females in financial services as she is a great role model in this area.

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