Whether you’re looking for that elusive dream client, or you’re just hoping to get your foot in the door for the first time, the job search process can be challenging for a virtual paraplanner. Maybe you’ve been sifting through job postings and sending out resumes without getting anywhere. Or maybe you just want to know
Inside the Paraplanner Portal, our community members have tons of great tips and tricks they’ve learned while working with their advisors and developing into their roles as paraplanners. And if you’re already a member, you know we love to hear these insights during our frequent coaching calls! In a recent open forum on best practices,
Let’s be real, applying to jobs can be tedious. There are so many details and no matter how many you complete; every new application can feel as intimidating as the last. Beyond that, you’re sometimes competing with dozens (and sometimes hundreds) of other job seekers, so how do you stand out? Fortunately, our founder Alex
In the past few years, we have grown from a simple job board to a thriving community of hundreds and hundreds of virtual paraplanners. But even as recently as a few years ago, the idea of virtual paraplanning simply didn’t exist. In fact, paraplanning as a job is such a modern development that there’s still
When it comes to financial planning conferences, there is no shortage of options to choose from. In fact, from events run by membership associations like NAPFA, FPA, and XY Planning Network, to those hosted by vendors, media publications and the like, it’s become quite difficult to figure out which ones are worth the time and
Carving out a career as a successful virtual paraplanner isn’t just about financial knowledge and a passion for the industry, you also have to make sure to connect with your industry peers. In other words, you need to network. Despite how intimidating the idea of going up to people that you’ve never met and starting
Disclaimer: We are not lawyers nor accountants. The following information is the result of our own experience and research. Before acting on any of the information below, we encourage you to contact your Secretary of State or county clerk for advice on the appropriate entity for your business needs, as well as an accountant for
As a busy financial advisor, you’ll eventually hit a point where you need to outsource certain aspects of your business in order to scale up. If that’s a challenging thought, it’s probably due to the fact that your business has thrived as a result of pure determination and your ability to wear multiple hats. The
One of the great characteristics of the financial planning profession is that anyone can enter. Whether you’re straight out of college or a career-changer, financial planning could be right for you. But now that you’ve decided you want to be a financial planner, what do you do next? • Join local groups, like the Financial
Often, the immediate association of financial planning is planning for retirement or investing. It is true that these are both important areas of financial planning, but there are several other aspects of financial planning than can be provided to clients to build a comprehensive financial planning offering that adds both client value and increases your practice’s
