We’re in the virtual business of growing financial planning firms. We are financial advisors. Business owners. And former paraplanners. And what else are we? We are a 100% virtual team dedicated to connecting financial planning firms with virtual employees and contractors. Our goal is simple. Make work experience more accessible in the financial planning industry.
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
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
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
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
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
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
