Looking to outsource your New/Existing Client Product Research
Are you still waiting on hold trying to get existing product information?
Paraplanner has a research alternative for advisers giving advisers the abilty to outsource client product research.
Using the power of our amazing team of Paraplanners we now offer the ability for advisers to outsource their existing product research requirements to highly skilled Paraplanners and research assistants.
Paraplanner has a research alternative for advisers giving advisers the abilty to outsource client product research.
Using the power of our amazing team of Paraplanners we now offer the ability for advisers to outsource their existing product research requirements to highly skilled Paraplanners and research assistants.
Best of all it is extremley simple to use.
1) Your Client signs your Standard Authority
(Please ensure Authority has "Adviser and Staff " listed on it)
2) Email or upload the Authority to us
Email - research@paraplanner.com.au
Upload - Via your Paraplanner Workspace
3) You receive research back in 3 days*
(Sooner if product provider allows)
(Please ensure Authority has "Adviser and Staff " listed on it)
2) Email or upload the Authority to us
Email - research@paraplanner.com.au
Upload - Via your Paraplanner Workspace
3) You receive research back in 3 days*
(Sooner if product provider allows)
How much does it cost? We have kept our pricing as affordable as possible and charge based on our Administration service offering of $36 p/h + gst.
Typically these take us around 30 minutes to complete and therefore each product research request costs approximately $18+gst.
Typically these take us around 30 minutes to complete and therefore each product research request costs approximately $18+gst.
No longer do you have to spend valuable hours on the phone calling product providers to obtain details on your clients existing products.
SAVE YOURSELF TIME!!!
Email us your first client Authority to research@paraplanner.com.au
Your first product research request is on the house.
SAVE YOURSELF TIME!!!
Email us your first client Authority to research@paraplanner.com.au
Your first product research request is on the house.
* Additional costs involved for research on International Client Products
** Available to clients who have signed a Privacy Agreement with us