Blog

Sep 4, 20232 min read

5 Uncommon Tasks Your Paraplanner Can Take On

You know a paraplanner can help you create financial plans, take notes in client meetings, and manage your CRM, but there are many other...

Jul 1, 20231 min read

Introducing a Fresh Approach for Advisors & Paraplanners to Collaborate

Have you ever considered if there's a more efficient way to work with a paraplanner without having to hold so many meetings?

May 30, 20232 min read

How to Maintain Connection With Client When Outsourcing the Financial Plan

The advisor really connects with the client as they go through the financial planning process together. The advisor values that...