Sam Patterson

Sam Patterson is the Head of Delivery at Equilibrium Financial Planning, collaborating with the founder to enhance operational excellence and deliver top-notch client service. In addition, Sam serves as the Director and Head of Mentoring at The Paraplanner Club, where they oversee a mentorship program for paraplanners across the nation. With a background in client-oriented paraplanning and management roles, Sam has transitioned into consultancy and training, focusing on refining processes and developing teams within financial planning firms. As a member of the PFS POWER Panel, Sam shares valuable insights on the transformative role of paraplanners in achieving exceptional financial planning outcomes.