Thomas GrunbeckSep 4, 20232 min5 Uncommon Tasks Your Paraplanner Can Take OnYou know a paraplanner can help you create financial plans, take notes in client meetings, and manage your CRM, but there are many other...
Thomas GrunbeckJul 1, 20231 min 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?
Thomas GrunbeckMay 30, 20232 minHow to Maintain Connection With Client When Outsourcing the Financial PlanThe advisor really connects with the client as they go through the financial planning process together. The advisor values that...