A professional Independent Financial Adviser should be focused on doing what they do well and not on providing their own paraplanning services. Whether an adviser is an expert at building client rapport or providing complex and innovative solutions to financial plotting conundrums or much has that rare skill of being able to provide clear and simple explanations of dense and technically challenging concepts, he should not have to be an expert paraplanner. A paraplanner is there to capture the responsibility and ownership of the age consuming (whilst still vital and necessary for compliance and audit reasons) tasks that an…
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July 7, 2011
Why the Future of Financial Advice Is Outsourced Paraplanning
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