Paraplanners: The Importance of Evolution or the Evolution of Importance?

Presented by

Derek Bradley, CEO, Panacea Adviser & Alan Gow, Director, Argonaut Paraplanning Ltd

About this talk

Like salt and pepper, lock and key and Homer & Marge, some things in life are just meant to be together. It is for this reason, Panacea Adviser, recently launched a new dedicated paraplanner section of its website, the Paraplanning Zone. Panacea believes that if it wasn’t for paraplanners in an ever-complicated regulatory world, clients could not be so well served. Although larger adviser firms see huge value in paraplanners and often employ their own, many smaller adviser firms may not fully appreciate that engaging with the paraplanning community presents a huge time saving opportunity to embrace yet is a vital, yet often confusing part of the business to resource. And for smaller firms may be better to outsource as and when needed. 2013 is now a reality and very recent research is showing us that after getting the exams, many advisers are taking some time to review their business plan, their business goals and the business’s resource requirements. Join Derek, along with Alan Gow of Argonaut Paraplanning Ltd as they discuss the merits of Paraplanners in this brave new world.

Related topics:

More from this channel

Upcoming talks (0)
On-demand talks (996)
Subscribers (57683)
Insights for Investors