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Written by Brody Luebkeman
June 14, 2022 0 Comments

The Greatest Thing Our Virtual Company Did In 2022

We’re in the 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. We

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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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Simply Paraplanner helps connect financial planners with virtual paraplanners across the U.S.

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