Outsourced Paraplanning
'The SMART Way!'
From the desk of:
Sarah Parker Adv.Dip.FS(FP)/Dip.FS(FP)
Owner / Manager
Chriah Paraplanning
Are you currently operating as a Financial Planner and...
: Finding that your days are full from consulting with clients and attending to all of your compliance requirements?
: Don't have the time to create high quality low cost Statements of Advice for your clients?
: Dealing with sub-standard Paraplanners who consistently underdeliver by producing low quality Statements of Advice where you have to keep sending them back for further adjustments?
: Feeling the frustration from having to put up with long and unreliable turn around times for quality Plans?
: Forking out for the costly overheads associated with employing and training an in-house Paraplanner?
: Struggling to see the value of in-house dealer Paraplanning Services?
If any of these sound familiar, then you may want to read on because there is a very easy solution that could relieve all of these challenges for you.
Having been a Financial Planner myself, I understand how busy we can get and also well aware of the many challenges that can unexpectedly arise on a day to day basis.
And let's face it... the paper work can be a little overwhelming at times and therefore most F.P's need to obtain the services of a competent Paraplanner to help deliver high quality low cost plans on time... right?
Now you can go about this by either employing and training a full time paraplanner or you can choose the SMARTER option and outsource a quality paraplanning service.
By choosing to outsource it provides two distinct advantages for your business...
1. You can eliminate the enormous ongoing costs of employing and training a full time team player, therefore making your business more profitable...
2. You can avoid many unneccessary distractions by delegating time consuming paper work giving you the ability to focus your energy and services towards your valued clients as well as allowing you to spend more time working ON your business...
However, before seeking out an Outsourced Paraplanning Service there are also 3 DEADLY TRAPS that every Financial Planner NEEDS to know about BEFORE considering this option.
And please keep in mind that if you get just one of them wrong, then it may end up costing you and your business a lot more both emotionally and financially!
So if you would like to GUARANTEE that you will always make an intelligent and informed decision if you ever choose to take on an outsourced paraplanning solution for your business, then please enter your details below and discover 'The 3 Deadly Traps' that can SAVE you and also help take your business to the next level...
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