The future of UK paraplanning is already here…

The future of UK paraplanning is already here, it is just currently based in Australia.   I have recently had the good fortune of mixing a trip to Australia to catch up with family and look in on a couple of the mega paraplanning businesses based in Perth Australia.   Before going into further detail … Continue reading The future of UK paraplanning is already here…

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Why paraplanning is not just about report writing.

Back in the early days of my career, I was provided with a laptop (cutting edge in the early 1990’s) which was used to fact find, obtain quotes off the exchange and write my own reports. Back then I had no idea that I was actually doing my own ‘paraplanning’, it was just part of … Continue reading Why paraplanning is not just about report writing.

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How Financial Advisers Can Connect Using LinkedIn

Why do financial advisers like networking so much? Many see networking as a crucial part of business development because it enables them to nurture relationships and, importantly, build trust. According to a Research And Markets report from early 2019, growth prospects for financial advisers are good, but they can find themselves resource-poor, facing heavier regulatory … Continue reading How Financial Advisers Can Connect Using LinkedIn

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Outsourced Paraplanning – Confirming Continued Suitability

Confirming Continued Suitability The reason for paraplanners, including us outsourced paraplanners, is in essence, quite a simple one; to evidence suitable financial advice. Including playing a part in confirming continued suitability of the recommended plans and investments. Financial Advisers are experts in getting to know the financial planning needs of individuals and coming up with … Continue reading Outsourced Paraplanning – Confirming Continued Suitability

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Six Sigma in Financial Planning Practices

Six Sigma in Financial Planning Practices

Six Sigma in Financial Planning Practices To many people, Six Sigma is ‘something done in manufacturing’. To me having spent six months obtaining my Black Belt and reviewing the processes within my own paraplanning business, I totally disagree. Although 6 Sigma has its roots in the 1980’s it has been applied successfully within the services … Continue reading Six Sigma in Financial Planning Practices

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Outsourced Paraplanning – Evidencing Suitability of Financial Advice

Outsourced paraplanning is not just about writing reports, it is about ensuring the whole advice file evidences the suitability of the financial planning advice. We get that every financial planning file will not need to include every point below, however, by being methodical and process-driven we ensure every point is considered and completed if and … Continue reading Outsourced Paraplanning – Evidencing Suitability of Financial Advice

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