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Our Training Programs

The Paragon Way

The Paragon Tax Advisory Services DOL-friendly business model, provides professionals the research and back office personnel to serve as his or her “single-source provider” for tax and financial services. Paragons platform unites qualified licensed professionals as a team. We teach our advisors that effective marketing in an ethical and compliant manner is possible. Our team can help an advisor achieve financial success and peace of mind through professional support.

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Our Tax Channel

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Training With The Paragon Advanced Sales Team

This is a specialized training program in which our main sales team comes to your office for one-on-one training. There is a production requirement to be eligible for this program. Call us at 844.952.7279 for more information or to see if you...

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