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How to establish a productive and profitable relationship with an outsourced paraplanner

Hayley Knight
Director at Contract Paraplanning Services

How to establish a productive and profitable relationship with an outsourced paraplanner

In the modern age of business, outsourcing has become the norm. Many financial advice businesses have dabbled in the world of outsourced paraplanning, but few have done so successfully. The back and forth of mismatched expectations and slow turnaround times often frustrates advisers to the point of putting outsourced paraplanning in the ‘too hard basket’, deciding to bring it in-house instead.

Hayley Knight knows there is a painless way of outsourcing the creation of SOAs that can speed up your client onboarding and get you paid sooner. It also doesn’t require a huge investment of time or money to get outsourcing right; you just need to know how to do it the right way.

Having been a paraplanner for over a decade herself and running a business that has connected hundreds of advisers with dozens of paraplanners, Hayley is the industry guru when it comes to how advisers can establish productive and profitable relationships with outsourced paraplanners. In this session, Hayley is going to cover:

  • The biggest mistakes advisers make when outsourcing their SOAs (and how to avoid them)
  • The 10 questions every adviser should be asking their paraplanning agency
  • Practical tips and tools to make SOA production as painless and profitable as it can be

Looking forward to this session! To check out Hayley’s work in the lead up:

Hayley’s website HERE

Connect with Hayley on XY HERE.

Hayley Knight
Director at Contract Paraplanning Services

Going Live on April 22, 2021

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Category:

Marketing

In the modern age of business, outsourcing has become the norm. Many financial advice businesses have dabbled in the world of outsourced paraplanning, but few have done so successfully. The back and forth of mismatched expectations and slow turnaround times often frustrates advisers to the point of putting outsourced paraplanning in the ‘too hard basket’, deciding to bring it in-house instead.

Hayley Knight knows there is a painless way of outsourcing the creation of SOAs that can speed up your client onboarding and get you paid sooner. It also doesn’t require a huge investment of time or money to get outsourcing right; you just need to know how to do it the right way.

Having been a paraplanner for over a decade herself and running a business that has connected hundreds of advisers with dozens of paraplanners, Hayley is the industry guru when it comes to how advisers can establish productive and profitable relationships with outsourced paraplanners. In this session, Hayley is going to cover:

  • The biggest mistakes advisers make when outsourcing their SOAs (and how to avoid them)
  • The 10 questions every adviser should be asking their paraplanning agency
  • Practical tips and tools to make SOA production as painless and profitable as it can be

Looking forward to this session! To check out Hayley’s work in the lead up:

Hayley’s website HERE

Connect with Hayley on XY HERE.