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Outsourced paraplanning, refers to the practice of delegating paraplanning tasks to external professionals or firms. Paraplanners assist financial advisors by conducting research, preparing reports, and handling administrative aspects of financial planning. Outsourcing this function allows financial advisory firms to streamline operations, reduce overhead costs, and access specialized expertise. It also enables advisors to focus on client relationships and strategic aspects of financial planning while benefiting from efficient and cost-effective support.
https://www.astutebusinesspartners.com.au/post/beyond-the-bottom-line-how-to-measure-the-true-roi-of-outsourced-paraplanning