November, 2012

The benefits of outsourcing your paraplanning

What are the benefits of outsourcing your paraplanning?   1.       Access a greater range of experience, especially if your outsourcer employs a number of paraplanners with a variety of qualifications and experience. 2.       You needn’t be making a long term commitment – it’s a more flexible arrangement than having staff. There’s no need to make […]

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Paraplanners – Adding Value To Your Business

Much has been written about the role of the Paraplanner in recent weeks. Most has been positive but some not so complimentary. Why do some Financial Advisers see a Paraplanner as a value added service and others see them as an expensive commodity? Let’s consider the following points: What exactly does a Paraplanner do? We […]

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