Thank you to all the financial advice groups that have been seeking Australian paraplanning services, ended up using one of our paraplanners and have provided generous feedback.
We recently had a group looking for a Charter paraplanner (who potentially had worked as an AMP paraplanner) and they decided to utilise the services on one of our freelance paraplanners. Following introductions via phone, the relationship was established and the first SoA request had been uploaded. It was four days later when they received their completed Xplan Statement of Advice document and the adviser was pleased with the result.
By enabling a collaborative environment where contract paraplanners can speak directly with advisers, both groups benefit from reduced wait times, better customer service and a stronger ongoing relationship.
To find out more about the benefits of contract paraplanning or to get started with a trial, please contact us.
We recently had a group looking for a Charter paraplanner (who potentially had worked as an AMP paraplanner) and they decided to utilise the services on one of our freelance paraplanners. Following introductions via phone, the relationship was established and the first SoA request had been uploaded. It was four days later when they received their completed Xplan Statement of Advice document and the adviser was pleased with the result.
By enabling a collaborative environment where contract paraplanners can speak directly with advisers, both groups benefit from reduced wait times, better customer service and a stronger ongoing relationship.
To find out more about the benefits of contract paraplanning or to get started with a trial, please contact us.
RSS Feed
