Clinton Weekes
@clintonweekes
Clinton Weekes
BDO - fail
The one thing technology doesn’t provide us with is a sense of how to make the best use of technology.
Pico Iyer • The Art of Stillness: Adventures in Going Nowhere (TED Books)
Metrics - not sales related
Where are the boundaries? Work / life balance, win/fail
Version 3: Five Skills Every Paraplanner Needs to Thrive
Technical Mastery
Hone your skills in compliance, regulations, and financial strategies.
Stay up to date with continuing education.
Creative Problem Solving
Think outside the box to provide flexible solutions for unique client cases.
Develop a toolkit of go-to strategies for common issues.
Time Mana
Version 1: Five Ways to Become a Superstar Paraplanner
Master Your Tools
Dive deep into financial planning software and stay updated on new features.
Create personal cheatsheets or workflows to work faster and smarter.
Write Like a Pro
Develop clear, concise, and client-friendly writing skills.
Use storytelling techniques to make SOAs engaging and easy t
Guitar riff
This is my very first card in Sublime
Nobody is good all the time