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Author: Alex

Written by Alex
November 13, 2019 2 Comments

3 Quick Tips to Help You Onboard Your Financial Planning Clients

So you’ve just landed a new paraplanning gig. Congratulations! After you’ve finished some well-deserved celebration (and bragging), it’s time to dive into one of the most important things you’ll do with your new client: the onboarding process.  Sure, it may sound like an exaggeration. But the truth is that everything you do on the front

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Written by Alex
October 7, 2019 0 Comments

3 Expert Tips for Cold Emailing Financial Planners

One of the hardest things about landing a job is that many of them are hidden. Some people say that up to 80% of all jobs are never advertised. Which means that it all depends on who youknow—or whether you’re willing to step up to the plate and ask. That’s where cold emailing comes in.

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Written by Alex
September 10, 2019 0 Comments

3 Quick Tips From Our Best Practices Calls

One of the things we love about having a portal full of driven and experienced paraplanners is that there’s so much knowledge in our community. And there’s nothing like a community call to show it! At Simply Paraplanner, we’re here to share our insights and support as you develop your paraplanning career, but the truth

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Written by Alex
September 4, 2019 0 Comments

3 Tips to Help You Start Working With a New Advisor

  Having great relationships with your financial planners can make or break your business—and your career.  If you have any prior experience working one-on-one with clients or partners, you already know that starting off on the right foot should be your number one priority when you’re setting out. For a new paraplanner, that means creating

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Written by Alex
August 26, 2019 0 Comments

What Kinds of Financial Careers Are Available and How Do I Get Started?

You love crunching numbers. Spreadsheets are your playground. It intrigues you to consider how money powers the world. You plan and advise family and friends on their budgets. Sound familiar? If this describes you, then congratulations: you’re well-suited to a career in finance! The finance industry continues to grow year over year, and for good

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Written by Alex
August 6, 2019 5 Comments

What Is the Career Path for a Paraplanner?

We all know how it’s supposed to work (or at least how it used to): you join a company, you follow the predetermined career path, and you start moving up the ladder. Most of the time, this means that your job will steadily progress in terms of both difficulty and responsibility, with the reward of

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Written by Alex
June 27, 2019 0 Comments

How to Network as a Paraplanner and Start A Business- My Story

There are many challenges to running your own business however, consistency along with networking allows you to accomplish a lot more.  It’s why today I’m going to share with you how I network as a paraplanner. Guess what?  Like many businesses out here, if done right, you become the answer to a need in the

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Written by Alex
May 20, 2019 1 Comment

What Is a Paraplanner and How to Get Started

If you’re interested in jumping into the finance industry, you’re in luck! The financial world is one of the few sectors anyone can enter, whether they’re fresh out of college or looking for a career change. As long as you’re knowledgeable about finances and possess the skills it takes, you can get your foot in

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Written by Alex
April 8, 2019 0 Comments

6 Ways Paraplanners Can Help Financial Advisors Manage Their Time

As a financial planner, your job revolves around your clients. It’s part of your role—and it’s simply what you do. In an ideal world, you’d spend the majority of your time working closely with your clients, face to face. Unfortunately, this isn’t an ideal world. When it comes to time management for financial advisors, the

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Written by Alex
March 27, 2019 0 Comments

Why You Should Offer a Virtual Paraplanner Internship

Note: This blog is part of our series on paraplanners. If you haven’t already read our first blogs, be sure to check them out! The digital nomad population is pretty much booming these days. One Gallup survey found that the number of people who work remotely 4-5 days a week rose from 24% to 31%

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