Today, let’s meet Laura Cabanas!  Laura as been with Paragon Planners for 2 and 1/2 years and works as a scheduler, a marketing assistant and a firm lead where she provides guidance to other schedulers. Tell us a little bit about you! “I live in Miami, Florida with my...

Today, let’s meet Lauren Castro! Lauren is a Client Specialist who has been with Paragon for a little over a year. She has recently moved in to a hiring role, so if you have recently applied to work with us - chances are you've spoken to her! Tell us a little bit...

Today, let’s meet Jill Nieman! Jill wears lots of hats for Paragon Planners! In the six and a half years she’s been with us, she works with our Scheduling and Educational teams along with providing administrative support vital to our processes. Tell us a little bit...

 By Trina Gardner I have been relishing in a fresh, clean feeling as I walk into each room in my house. The decorations are put away, and we are back to open, simple spaces, huzzah!No more tree or decorations. Back to open, simple spaces!Returning from the holidays,...

As a financial advisor, your success relies not only on your knowledge and expertise but also on the strength of your relationships with product partners. These partnerships can be invaluable in providing your clients with a well-rounded financial plan. However, are you truly maximizing the potential of your product partners?