TITLE

PARAPLANNERS: Answer to Work Overload?

AUTHOR(S)
Crane, Amy Buttell
PUB. DATE
May 2008
SOURCE
Journal of Financial Planning;May/Jun2008 Solutions, p6
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
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.
ACCESSION #
31955079

 

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