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 […]
The end of paraplanning? Read More »
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
No adviser is an island Read More »
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:
Speaking the same language Read More »