September, 2012

Top Ten – Qualities to look for in an Outsourced Paraplanning provider

It’s a busy time of year from now until Christmas. With the RDR deadline looming, many advisers are looking at oursourcing their paraplanning. But what are the qualities you should look for in your oursourced paraplanning provider? We’ve complied a top ten list: Capacity: Ensure they have the ability to take on the volume of […]

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