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Award-Winning Strategies: Scott Daniels on Leading Paraplanning Innovations
Manage episode 435007726 series 2645166
Join us on this episode of The Money Marketing Awards Podcast as we chat with Scott Daniels, Co-Founder of PLUS Group, about their award-winning paraplanning service. Discover what sets their service apart, how they deliver exceptional value to financial advisors, and their insights on future industry trends. Tune in to hear Scott’s thoughts on industry awards, technology adoption, and how they’re shaping the future of paraplanning.
160 قسمت
Manage episode 435007726 series 2645166
Join us on this episode of The Money Marketing Awards Podcast as we chat with Scott Daniels, Co-Founder of PLUS Group, about their award-winning paraplanning service. Discover what sets their service apart, how they deliver exceptional value to financial advisors, and their insights on future industry trends. Tune in to hear Scott’s thoughts on industry awards, technology adoption, and how they’re shaping the future of paraplanning.
160 قسمت
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