PARAPLANNERS: Answer to Work Overload?

Crane, Amy Buttell
May 2008
Journal of Financial Planning;May/Jun2008 Solutions, p6
Academic Journal
The article discusses the use of paraplanners in a financial planning practice. Paraplanners can help ease a planner's burden by performing a number of chores that may be beyond the expertise of administrative staff, includng preparation for client meetings, client data entry, and project management. College internships, advertising, and simple word-of-mouth are all viable means of finding a suitable paraplanner. Karen Ramsey of Ramsey and Associates, and Craig Hyldahl of R.I.C.H. Planning Group, LLC have both enjoyed substantial benefits from using paraplanners.


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