Sasha Wakefield
Founder of The Paraplanner Project and an experienced paraplanner with nearly two decades in financial services; focuses on outsourced paraplanning, building remote teams, and scaling advice businesses while preserving quality and collaboration.
Best podcasts with Sasha Wakefield
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Jan 28, 2026 • 41min
Ep.122 – Growth Problems Are Leadership Problems: Sasha Wakefield on Decisions That Stall or Scale Growth
Sasha Wakefield, founder of The Paraplanner Project and nearly two decades in financial services, built an outsourced paraplanning business focused on collaboration and trust. She discusses scaling remote teams, leadership challenges that stall or enable growth, maintaining service and culture during life changes, lingering stigma around outsourcing, and adapting firms to AI and changing roles.
