Dela Dzadey

Dela Dzadey    If you’ve seen one article on outsourcing tips, you’ve seen them all. I know this because I’ve read way too many – and written a few myself! I can promise you, though, this article isn’t that. Instead, I want to put forward the real questions you should ask when considering a new […]

Dela Dzadey If you’ve been reading the headlines over the past 18 months – from QAR reforms to AI advancements – you might get the impression that it’s all doom and gloom for the future of paraplanning. For example, you probably heard that advice document lengths were going to be significantly reduced and could soon

Dela Dzadey There’s a lot that goes into what was once quite a straightforward adviser-client relationship – booking client appointments, ongoing fee arrangements, research, advice creation and file completion, to name a few. It’s nearly impossible for an adviser to handle all of these tasks by themselves, which is why many of them are struggling

Dela Dzadey There is one thing I can say for sure: if an adviser doesn’t have trust in their support team, their efficiency levels will drop.   In my 13 years in the industry, I have worked in varying roles across different practices and licenses, and there is one thing I can say for sure: