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Financial Planners get value from ongoing engagement to drive AUM
Paradigm Norton Financial Planning
Paradigm Norton are an employee-owned firm of financial planners who specialise in helping certain client demographics to maximise their wealth. Their reputation is excellent but in a highly competitive market they realised that they can stand out by actively seeking referrals to suitable new clients.

The role play coaching you provided was really helpful and a great use of my time. I know people never look forward to role plays but my feedback on the whole experience is very positive

Dan Limb, Senior Financial Planner
Paradigm Norton Financial Planning
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