Paragon Resources offers a suite of vertically-integrated products. These include:
- Practice Management Tools
- Business Planning Tools
- Client Advocacy Tools
- Assessments for Team Development
The "end users" of our products are investment professionals who are in the business of rendering financial advice to their clients. In addition, other professionals who have a vested interest in helping financial advisors succeed would also benefit from ordering our products. These professionals may include:
- Branch Managers who want to coach and mentor their advisors in the areas of client advocacy, practice management, or team development
- Training Directors who are looking for results-driven content related to practice management, client advocacy, or team development
- Coaches and Consultants who are responsible for helping financial advisors build and manage better practices and teams
- Money Manager or Mutual Fund marketing personnel who are looking for new ways to add value to their advisor relationships
For additional information on our products please click on the product categories in the left margin.
