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 Fees

The question around outsourced paraplanning fees has been on a lot of people’s minds over many years, there are a few posts littered throughout the internet – as well a number of companies that do list fees and costs publicly on their websites. A thread of posts on The Paraplanner Website suggests that outsourced paraplanning … Continue reading Outsourced Paraplanning Fees

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Other Paraplanner Hubs

The Paraplanning hub (not to be confused with other Paraplanner Hubs). Our Paraplanning Hub is the culmination of months of work and has been set up in response to demand from clients, all wanting to be supplied quality, reliable and trusted paraplanning support – with a face to face ‘experience’ if and when required. Part … Continue reading Other Paraplanner Hubs

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