Let's meet Account Director, Lisa Shafer!   Lisa is an Account Director who has been with Paragon Planners for a little over a year. Q&A with Lisa:.  Tell us a little bit about you!  “I am a goal driven person, I was a high school and college...

When It Means The Most By Lisa Shafer During times of crisis, it’s not the sprints that win, it’s going the distance that triumphs. We are all in this COVID19 storm together, during social distancing, it is staying in front of your clients regularly and meaningfully...

By Stephanie Palazzo Before the COVID-19 pandemic, I had a nice little routine working from home each day, just the dog and myself here in peace and quiet, while my kids were at school and my husband at work. Mid-March, my routine was thrown out the window and I went...

Working Remotely: How you can make a real difference for your clients – even helping them get ahead Almost everyone is working remotely (or trying to) in an unknown world. There are simple things you can do right now to make sure you are not only staying afloat, but...