Outsourcing (Parts Of) The Financial Plan Preparation Process To Boost Solo Advisor Capacity
Nerd's Eye View
SEPTEMBER 11, 2023
a client service associate to handle various administrative and client communication tasks, or a paraplanner or associate advisor to work on more planning-centric issues such as building out drafts of financial plans). For these advisors, an alternative approach would be to outsource the tasks they want to remove from their plates.
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