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
Note: This blog is part of our series on paraplanners. If you haven’t already read our first blogs, be sure to check them out! The digital nomad population is pretty much booming these days. One Gallup survey found that the number of people who work remotely 4-5 days a week rose from 24% to 31%
So, you’ve finally decided…you’re going to become a paraplanner. Congrats! It’s true that paraplanning can sometimes be a challenging career choice—but you’re into the heavy research. You get a kick out of the in-depth analysis. And most of all, you love that you get to help clients make informed decisions and figure out how to
Note: This blog is third in our series on paraplanners. If you haven’t already read our first two, be sure to check them out! What’s your time worth to you? In 2019, the truth is that most of us are time poor. This is especially true if you’re running your own business in addition to
Most of us are aware of the word “paralegal,” meaning someone trained to assist lawyers in their legal work. But the word “paraplanner” is a little less well known—and if you’re here, you’re probably wondering just what is a paraplanner, anyway? The profession is a relatively new one, having originated within the last two decades—though
