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financial planning

Written by Alex
February 16, 2018 4 Comments

The Best File Sharing Software for Your Firm

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

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Written by Alex
January 19, 2018 0 Comments

Basic Qualifications for Becoming a Virtual Paraplanner

With a business model that specializes in matching virtual paraplanners with hiring firms, it should come as no surprise that one of the most common questions we receive is: “How can I become a Virtual Paraplanner?” Unbeknownst to most people, there isn’t a structured career path to becoming a paraplanner. In fact, landing an entry-level

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Written by Alex
January 12, 2018 0 Comments

Type of Virtual Positions for a Financial Planning Firm

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

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Written by Team Simply Paraplanner
December 29, 2017 0 Comments

Sole Proprietor vs LLC — Which is Best When Working as a Virtual Paraplanner?

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

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Written by Team Simply Paraplanner
December 22, 2017 0 Comments

How to Successfully Manage A Virtual Team

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

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Written by Alex
September 13, 2017 3 Comments

7 Signs You Should Consider A Career in Financial Planning

How do you know if a financial planning career is right for you? A career in financial planning is not for everyone, but here are certain signs you should consider it. 1. You spend your free time diving into various student loan repayment options and retirement income planning strategies. Spending the time that you could

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At Simply Paraplanner we match great firms with top-notch virtual hires, allowing firms to expand
their reach and the whole team to make a big impact in the lives of their clients.

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