There are major Benefits can be achieved from outsourcing your paraplanning service to a reliable and competent partner. In this article we just demonstrate a few main ones but the main ones are undoubtably the Pease of mind and precious time saving that you can achieve from outsourcing to a reliable partner that can be utilize for smoothen and expansion of your business.

REDUCE WORKLOAD

Less time spent doing paperwork means more time spent with clients. Focus on growing your business and let the outsourced paraplanners do the rest.

INCREASE CLIENT BASE

When you outsource to Us, you’ll have more time to spend on developing relationships with your customers and prospects.

Up to 60% Cost Saving

On average, outsourcing your paraplanning needs financial planners and practices can enjoy a cost savings of up to 60% (Industry survey). Furthermore, recent survey’s indicates client’s do not believe they are compromising on the quality and efficiency of outcomes, and achieving business growth faster than otherwise wouldn’t be possible.

FAST TURNAROUND

By partnering with an outsourced paraplanner means your staff is working round the clock for you and for your business. At WeKonnect, we are leading the way with our clients with our guaranteed 2–5 day turnaround on all SoA’s. For Choosing a suited paraplanning partner this is a key element. Turnaround time is really a key for your business success.

COMPLIANCE-FOCUSED

Enjoy the confidence in knowing your outsourced paraplanners produce high-quality, compliance focused results, every time. This is a very key element of finding a good paraplanning partner. With development in the recent past this is a very important and key area need you to be focus.

WeKonnect is leading the way in this, vetting our every SOA’s before been delivered to our valued partners.

Happy days!!!

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