With a team of three (soon to become four) and further expansion plans on the horizon, when an opportunity came up to move into a beautiful top-floor office located in a converted 19th-century brewery, we jumped at the chance.
I made the transition to outsourced paraplanning in 2017 and have since talked to a number of advisers and paraplanners about the benefits and challenges of both. What surprises me every time are the misconceptions about outsourced paraplanning that those who never worked with a freelance paraplanner seem to have somehow formed. So let me tackle just a few of those.
To help you decide, we’ve provided a few examples when we have found outsourcing to be a good fit, and when we think that other options might be worth considering, so keep reading.