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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.
Our Tax Channel
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...