Have you ever wanted your paraplanner to better understand what is happening with the client to help build out their financial plan?
You may be concerned about how to involve the paraplanner in the meeting, so they don’t look like they are not doing anything.
One of the best ways to address this is to have the paraplanner take notes during the meeting. This can help an advisor in many ways, such as uploading notes to the CRM, adding tasks in the CRM, helping compose an email to the client, and, most importantly, providing the a better sense of the client which will help in the creation of a better financial plan.
This will save you time not having to do these items once the meeting ends. Instead, if you choose, you can review the notes, emails, tasks, or other actions from the meeting with the paraplanner with a short 15-minute call.
A paraplanner can take notes in via pen and paper and transcribe them into the CRM. They can also use reMarkable, where the notes can be transcribed, attached to the CRM, and emailed to the advisor. This will help you ensure the meeting is adequately recorded, with the notes organized in the client's folder and attached to the CRM if the advisor chooses.
If the advisor does not want the paraplanner in the meeting, they can help the advisor put the notes into the correct folder and upload them to the CRM. This can be done with various transcribing software such as Mobile Assistant, which provides a team of people helping the advisor transcribe their notes. Also, this type of software will allow the advisor to add tasks from the meeting, which is a great way to convey information to the paraplanner instead of having to upload their tasks to the CRM.
Whichever you choose as an advisor, there needs to be a repeatable and manageable system to capture and organize information after the meeting. The process needs to work for you and not the other way around. If not, you may miss out on important details that come from these important meetings.
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