Whether you’ve just completed your degree, started your journey towards the CFP designation, or recently decided to make a career switch, you’ve ultimately decided that financial planning is your calling. Whatever journey you’ve taken so far, you’re now ready to land that first gig, which may be in the form of an internship. While often
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
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.
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
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
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
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
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
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
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
