Choosing a paraplanning partner is a crucial decision that can significantly impact your advisory business. There are many options for paraplanning support out there. Here are some of the questions that you should be asking to make sure that the paraplanners you choose are the right fit for the business. 1. Qualifications Paraplanners play a…

Recently I had the privilege of attending the Financial Advice Association Australia (FAAA) Sydney Roadshow, and what an insightful experience it was! As a committee member of the Sydney chapter, it was an honour to be recognised alongside my fellow key members by the Chair during the opening remarks. The day was packed with valuable…

With financial planning, the relationship between advisors and paraplanners is foundational. Advisors are the primary client contacts, responsible for understanding client needs and developing financial strategies. Paraplanners provide essential support, handling the detailed preparation of financial plans and research. Fine-tuning this relationship for maximum efficiency means more time for clients and less redundant work overlap…

As financial advisers look to scale up their operations and run with a maximum of efficiency, the role of a paraplanner is more crucial than ever. Partnering with the right professional paraplanner team frees up your advisers to interact with more clients, and delivers flawless accuracy with faster delivery times. To do their job well,…

At a recent Business Network International (BNI) chapter meeting, the MutualPlans team had the privilege to share some insights on what sets us apart from other paraplanners. Here’s a snapshot of our presentation: Onshore Expertise: One key advantage that we have lies in our onshore team. Why does this matter? Because it ensures speed, seamless…