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
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%
So, you’ve finally decided…you’re going to become a paraplanner. Congrats! It’s true that paraplanning can sometimes be a challenging career choice—but you’re into the heavy research. You get a kick out of the in-depth analysis. And most of all, you love that you get to help clients make informed decisions and figure out how to
Note: This blog is third in our series on paraplanners. If you haven’t already read our first two, be sure to check them out! What’s your time worth to you? In 2019, the truth is that most of us are time poor. This is especially true if you’re running your own business in addition to
Most of us are aware of the word “paralegal,” meaning someone trained to assist lawyers in their legal work. But the word “paraplanner” is a little less well known—and if you’re here, you’re probably wondering just what is a paraplanner, anyway? The profession is a relatively new one, having originated within the last two decades—though
These days, we’re accustomed to accessing anything we want exactly when we want it. And while that’s certainly a benefit if you’re looking to catch an Uber in an unfamiliar city or hunt for a last minute gift using Amazon Prime, the downside of the hyper-digital age that we live in is a growing concern
With a business model that specializes in matching virtual paraplanners with hiring firms, it should come as no surprise that one of the most common questions we receive is: “How can I become a Virtual Paraplanner?” Unbeknownst to most people, there isn’t a structured career path to becoming a paraplanner. In fact, landing an entry-level
When running a small business, it can seem like your to-do list is never ending. To make matters worse, over time it can begin to feel like your peers have it all figured out while you continue to fall more and more behind. But the truth is, they don’t! In fact, chances are they don’t
If you’ve been a solo practitioner for a while, chances are you’ve at least considered what hiring a paraplanner or associate advisor would look like for your business. As the next logical step in scaling your firm, you likely view this in one of two ways: an exciting milestone — or downright terrifying. How To
Have you ever wondered what exactly the FPA Residency is or what it entails? There isn’t much information out there about this mysterious program other than one week at Residency equates to 500 hours of CFP® experience. This is my experience. I went to the June 2017 Residency program in Denver, Colorado with no idea
