Simply Paraplanner

Did You Know?

Twenty-Six percent of an advisors time is spent creating plans...which in turn suggest substantial opportunities for many/most advisors firms to better hire and leverage paraplanners or outsourcing support for the plan creation process.

Advisors with support staff - either as solos or in an ensemble firm - tend to both provide more comprehensive financial plans, and are able to command a higher financial planning fee.

Financial advisors on average spend a whopping 46% of their time on (largely delegable) middle-office tasks involved with plan and meeting preparation, client servicing, and additional office administrative work.