Jun 20, 2019
This week on the Adviser Gap podcast, we are delighted to be joined by Kimberley Sare, founder of outsourced paraplanning firm, Integrated Paraplanning Solutions. Kimberley has enjoyed a distinguished career, both as a self-employed financial planner, chartered paraplanner and business owner. Her story shares a key message to anyone in the Adviser Gap, who perhaps isn’t quite sure on which direction to take their skills and expertise.
We want to help you make the most informed decision about your career path in this fantastic profession, understanding that the role of ‘lead adviser’ isn’t necessarily right for everyone and that there are many other avenues to explore and be hugely successful in with financial planning and advice.
We’re certain you will enjoy our conversation with Kim, as she shares her own experience of the Adviser Gap and how she eventually found the right path.
Included in this week’s episode