Corporate Consulting

Helping individual financial advisors and their teams is important, but building organizational value is what’s important to your company leadership. As a leader in the industry you’ve already invested in key personnel and processes to mentor, train and develop your advisors, but are you getting the most out of these internal resources? Do you have metrics in place to map their progress and chart their successes?

At Paragon Resources we enhance your current internal development teams. We’ll show your coaches how to manage data collection and interviewing more efficiently and thus free up their time to do more of what they are there to do: develop and mentor your top performing advisors.