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OUR PARAPLANNING SERVICE
Most successful Financial Planners/Advisers today are growing their business and cashflow by outsourcing the preparation of client 'Statements of Advice'
Are you?
Do you maximise your time by:
¤ Advising new and existing clients?
¤ Marketing your services for new business?
¤ Building relationships and obtaining referrals?
¤ Planning and running client seminars?
¤ Increasing your productivity and cashflow?
Or
Are you constructing client 'Statements of Advice' yourself?
Perhaps you employ an in-house paraplanner or two?
Have you seriously calculated the cost of your current processes?
Are you forever 'tied up' with:
¤ Preparing 'Statements of Advice'?
¤ Formatting, Typing, Modeling, Training?
¤ Keeping up-to-date with Compliance and Legislative changes?
¤ Paraplanning and Administration Meetings?
¤ Compliance and Audit Checks?
¤ Responsibility and Stress, Stress, Stress?
Example Cost of One In-house Paraplanner
Salary package = Senior Paraplanner around $70,000 per annum
If producing 3 plans per week @ 48 weeks = $486.00 cost per plan
If producing 2 plans per week @ 48 weeks = $730.00 cost per plan
Additional costs for:
Leave Loading, Sick Leave, Work Cover, Insurance, PI Cover, Training, Compliance, Computers, Printers, Software, Paper, Binding Equipment, Furniture, Telephones, etc.
Also, what happens when your paraplanner takes annual leave, sick leave - Who steps in to construct your 'Statements of Advice'?
We have the Perfect Solution that is guaranteed to save you money, time and unnecessary stress
AND
Because we guarantee our 'turn-around' times you can safely 'lock-in' a presentation time with your clients
A SMARTER ALTERNATIVE THAN DOING-IT-YOURSELF
Most successful Financial Planners/Advisers are outsourcing their paraplanning requirements to achieve two major objectives:
1. Profitability: More time to concentrate on client advice - This is what generates fees, commissions, funds under management - CASHFLOW.
2. Resale Value: Build up of new fees, renewal and recurring income multiples against cost/expense ratios of your business, makes it more attractive for potential purchasers.
Increase your 'Top Line'- Enhance your 'Bottom Line'
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