When it comes to better administrative management and quick and accurate completion of various financial planning tasks, outsourced paraplanning can prove to be a very helpful service. While paraplanning has been around for quite some time, outsourced paraplanning is gaining rapid traction due the numerous advantages it brings. Let’s take a look at how outsourcing this task can be a lot more effective than relying on in-house paraplanners.

Follow these 5 tips to achieve a brilliant paraplanning experience with WeKonnect.

1. Check your fact find is complete and all necessary research is complete after your exceptionally successful client meeting to proceed with advice, keep in mind we can do the research, yes comprehensive research for you as well that tick all the compliant needs.
2. Provide relevant client information accurately to the WeKonnect team to prepare your client’s Advice documents. including, where relevant: Paraplanning Request, including BID working papers / strategy file notes
   • Fact Find and scoping guidance.
   • Insurance quotes, existing insurance details and Insurance needs analysis. Recommended product research and comparisons. (Don’t worry we can help you on that too).
   • Existing super / investment platform investments, contributions and fees and comparisons and research about your recommended. (Don’t worry we can help you in that too).
3. Send it to us via email or share with us in Dropbox. Or we’ll access from your CRM. (Xplan, AdviserLogic, Coin etc.)
4. Next, you’ll hear back from us immediately confirming your plan price and plan due date. (If it’s not yet in the diary, book your client meeting in pronto!!)
5. Head home and be relaxed. If you have submitted all the correct relevant client data to us, your professional and compliant plan will be in your inbox within 2-5 business days.

Happy days!!!

If you wish to find out more about our services – we’re always happy to chat.