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

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

Hayley Knight
Director at Contract Paraplanning Services
Hayley Knight
Director at Contract Paraplanning Services

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

Hayley Knight took us through the four mistakes she sees financial advisers making when trying to establish a great outsourced paraplanning relationship. These mistakes are:

  1. Being unclear about what you actually need
  2. Selecting the wrong outsourcing model
  3. Not putting your paraplanner through the right filtering process
  4. Not setting your paraplanner up for success

Hayley provided us with strategies to counteract the above mistakes, and shared some great (and free) resources you can use to narrow down the type of paraplanning model that will fit your style and your business best:

Slides from Hayley’s presentation – download HERE

Hayley’s ’10 Questions’ and ‘Decision Tree’ resources HERE

Hayley’s website HERE

Connect with Hayley on XY HERE.

22/04/2021 ago

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Category:

Management

Hayley Knight took us through the four mistakes she sees financial advisers making when trying to establish a great outsourced paraplanning relationship. These mistakes are:

  1. Being unclear about what you actually need
  2. Selecting the wrong outsourcing model
  3. Not putting your paraplanner through the right filtering process
  4. Not setting your paraplanner up for success

Hayley provided us with strategies to counteract the above mistakes, and shared some great (and free) resources you can use to narrow down the type of paraplanning model that will fit your style and your business best:

Slides from Hayley’s presentation – download HERE

Hayley’s ’10 Questions’ and ‘Decision Tree’ resources HERE

Hayley’s website HERE

Connect with Hayley on XY HERE.