Paraplanning  

Paraplanners enhance the client experience

It is ‘horses for courses’ though.

I’m sure there are businesses without paraplanners or who use them as an administrative function, and it works fine for them.

However, I personally think they can offer so much more.

Over the years, I have worked with several businesses to increase the functionality and productivity of their paraplanning teams with great success, resulting in improved client service.

So my recommendation?

Embrace your paraplanner, as the value and benefits they can bring to your clients and business, particularly in these worrying and turbulent times, are huge.

Caroline Stuart is a chartered financial planner at Sparrow Paraplanning

This column is supported by Scottish Widows