A recent study of financial advisers found that advisers that fully outsource their paraplanning is expected to rise by 60%. The reason for the rise is that financial advisers are spending more time on building client relationships and less time on office management, preparing Statement of Advice documents and ongoing recruitment needs.
The survey of 1,323 advisers also noted that there would be a rise in part-time outsourcing of paraplanning where some paraplanning roles would remain in-house while additional work is taken on by freelance paraplanning companies.
[Source]
If your business is interested in discussing how contract paraplanning could revolutionise your back office, contact the outsourced paraplanning specialists.
The survey of 1,323 advisers also noted that there would be a rise in part-time outsourcing of paraplanning where some paraplanning roles would remain in-house while additional work is taken on by freelance paraplanning companies.
[Source]
If your business is interested in discussing how contract paraplanning could revolutionise your back office, contact the outsourced paraplanning specialists.
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