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Blog

Written by Team Simply Paraplanner
October 1, 2020 0 Comments

Best Practices for Finding a Paraplanning Job

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

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Written by Team Simply Paraplanner
June 25, 2020 0 Comments

Quick Tips to Grow as a Paraplanner

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,

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Written by Team Simply Paraplanner
April 28, 2020 0 Comments

How to Get More Responses From Your Job Applications

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

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Written by Team Simply Paraplanner
January 14, 2020 0 Comments

How We’re Changing the World of Paraplanning

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

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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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