As a financial planner your time is best spent in front of your clients. Outsourcing allows you to spend more time with your clients and less time with paperwork and compliance.
Outsourcing will allow you to better manage your office workflow in the busy periods, ensuring your clients will maintain the accurate and efficient turnaround of plans, no matter how busy you become.
When you outsource your plans you can guarantee that you will receive your completed Statement of Advice within 5 – 10 business days. This will ensure that the client is not left waiting for months whilst the plan is waiting to be prepared.
By outsourcing your paraplanning, you need only pay for the service you need. This may reduce your costs of employing an in-house paraplanner.
The Plan Spot ensures the confidentiality and privacy of your client data. We encourage a privacy and confidentiality agreement to be in place. The business holds $2 million in Professional Indemnity Insurance.