21
Oct
Only 8% of the paraplanning is done in-house. Outsourcing allows smaller financial companies to save time so they may concentrate on business growth and writing. Larger multi-advisor companies typically have their in-house Paraplanning departments. If you operate a practice that includes several advisors, outsourcing may provide you more time to focus on expanding your company. Tony demonstrates the advantages of using a third party to handle paraplanning rather than maintaining a team in-house. 1. It Is Simple To Find New Paraplanners And Keep The Ones You Have We just published a blog entry on the topic of recruitment. When transitioning…