Regulatory changes are an opportunity to improve the experience of paraplanners in financial planning
Regulatory changes can run the risk of giving financial planners and paraplanners whiplash as the required compliance processes shift around them. They also present an opportunity for financial planning firms to drive a step change in the client experience.
The ultimate list of interview questions to ask when hiring a paraplanner
Asking the right questions is key to hiring a paraplanner who is going to make your financial planning firm better. Equally important is how well you listen to the answers. Sometimes what the interviewee doesn't say is as instructive as what they do say. It's important to hire people who are self-aware and are open and honest about who they are and what they can bring to the table. Hope this list helps in finding that awesome next hire for your business!
7 Digital Marketing Tips for Lawyers and Legal Firms
87% of people start their search for solutions online. 56% are using smartphones. Is your firm able to capture their attention? Boost your firm's brand online and grab a bigger share of the legal market with these digital marketing tips for lawyers and legal firms. Now is the perfect time to reap the rewards of boosting your online impact.
The ultimate guide to earning a promotion as a paraplanner. Paraplanning is such a noble profession but if you're not active about positioning yourself for a promotion a lot of the valuable work you do can go unseen. This guide will help you to position yourself for success and get the most out of your financial planning career.
Your guide to building a successful Linkedin profile. Four easy steps to help you maximise your client-reaching potential online. Use the checklist to run through your profile and see how you stack up.
Locked down with nowhere to go, working from home, isolated from friends and family, it’s not surprising our collective dedication to personal digital devices soared into a whole other stratosphere in 2020….So... Digital detox? You know you need one.
Legal ops is in the midst of its 15 minutes in the limelight with widespread focus on it's development and independent function. Do you know what it is?
The Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry has highlighted the challenge of delivering financial services while protecting consumers...
Super excited to be announcing our new integration with Iress XPLAN today! XPLAN is used by 80% of our customers to manage their client relationships, conduct product research and model financial scenarios. We're partnering with XPLAN to make document creation, template management and compliance easy for financial planning firms in Australia.
Nod chats with Conrad Francis, one of the founders of Inspired Money, a Perth-based financial planning practice. He is also an executive and performance coach and is a massive advocate for great advice.
Top 5 Tips to Improve Paraplanner / Advisor Interactions
The value of smooth and efficient interaction between an adviser and their paraplanner is worth its weight in gold. Realistically, it’s the difference between a Statement of Advice (SoA)being produced in 3 days, or 21.
What makes a great document? To save us time debating the perks and downsides of a million different aspects of document creation, we’re going to cut right to the chase.
There is no clearcut, black and white explanation provided from the ‘powers that be’ on when to provide an ROA, rather than an SOA. Let's clear up the ambiguity.
The Race to the Top is a Race to the Bottom for Financial Advisers
If 80% of financial advisers, the Climbers, decide to go after the top 20% of the population this is likely to create a perfect storm of competition for clients.
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