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Leveraging a Virtual Paraplanner Within Your Firm
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Guest Expert: Alex Hopkin and Jen Pritchard

Join Alex Hopkin, CFP® and Jen Pritchard, CFP® from Simply Paraplanner to discuss what a virtual paraplanner is and how to best utilize one in your firm. We will dive into the benefits a paraplanne...

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garylrau@yahoo.com 4 years 10 months ago
Excellent presentation. Interesting topic, good pacing, relevant support materials.

garylrau@yahoo.com

Mon, 05/24/2021 - 14:20

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Excellent presentation. Interesting topic, good pacing, relevant support materials.

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Join Alex Hopkin, CFP® and Jen Pritchard, CFP® from Simply Paraplanner to discuss what a virtual paraplanner is and how to best utilize one in your firm. We will dive into the benefits a paraplanner can bring to your firm, who they are, best practices to work with them virtually and how to find one that best fits your needs. We will also go over our best tips for the hiring process. From crafting your job description in order to attract top talent and narrowing down your candidates to finding the best fit. Learn why you should outsource certain tasks to expand your business, not your office.

Learning Objectives:
1. Learn how you can service more clients and generate more pay by outsourcing
2. Understand how to work virtually with your paraplanner
3. Determine what you can outsource and how much you should pay your virtual paraplanner