I stand corrected your not a paraplanner you “used to be”
You an advisor that pays two paraplanners “lucritivily”
I Still stick to the idea the the software possibily threatens you and your way giving an edge to the competitors (see reference post at the bottom)
I get having all the eggs in one basket is not a good strategy but if you have someone like cba on the hook you give it your full attention. Judging by the progress of the strategy it’s working !
Before cba the eggs were spread out !
Now given the choice what would you persue???
I personally would persue with cba and the old strategy can still be implemented if the weird outsome that cba weren’t to come to fruition
