As an outsourced paraplanning company, one of the most common questions we receive from financial advisors is about the competitiveness of their fees. It’s not that they want to check that they’re not over, or undercharging clients; it’s fundamentally about validating the value they provide. Advisors are keen to know if their fees align with…

Integrating outsourced paraplanners into your workflow can significantly enhance efficiency and client service. It is a very strategic partnership: Outsourced paraplanners provide valuable support, allowing financial advisors to focus more on client interactions, business development, and other critically important things. To make the most of the strategic potential of the partnership, there are some useful…

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…