About You



Your passion is working with your clients to help them achieve their goals and build a secure financial future. 


Your culture is to put them at the heart of everything you do and striving to always give them the best service possible. 


You are a financial planner or adviser, or an outsourced paraplanner who wants to spend more time building your client relationships and growing your business, but you want to make sure you have an efficient team in place to help you make that happen.


You want operational and development support for your business and paraplanning team, to improve productivity so that you keep giving your clients that great service they're used to. You want this as and when you need it rather than committing to a permanent employee. 



You might already have a paraplanning team who are doing a great job, and you just want some training and development or mentoring for them so they are able to develop and support the business further.


Perhaps you've brought in a new or trainee paraplanner and they're doing really well but just need a bit more structured one to one development support and mentoring from a more experienced paraplanner.   


You really want to help your team develop but you also need to focus on helping your clients and growing the business.



 Perhaps, your team is working well but just want an objective eye to come in and review or give a second opinion on how you do things to help make sure you are running as efficiently as possible.


You maybe want to revisit your processes or to look at ways of increasing productivity to make sure you have the best practices in place to keep giving your clients the fantastic service they're used to. 



You already have great client communications and newsletters but you'd like a bit of help or a second opinion to make them even more client friendly and something clients really want to read!



You don't want the hassle or expense of getting a new employee for any of these services and just want to know you will always have someone you can call on when you need to, who knows you, your clients and your business.


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