What is paraplanning? If you ask 100 advisers the best way to meet a client’s needs, you would get 100 different answers, and the same scenario applies to this ubiquitous question – paraplanning means many different things to many different people.
At Svensoni we see it as a way to take away some of the more technical aspects from an adviser, that an administrator does not have the knowledge or experience to do on an adviser’s behalf, with the aim being to free up more time for the adviser to see clients with.
In short, paraplanning is the process that goes on behind the scenes, assisting to make the life of the adviser easier, and ultimately more profitable.
Some advisers use all of our services and some just use one or maybe two. But all agree that it has helped transform their business and in some instances their life.