So you think you need a paraplanner? Read this first...

We receive a variety of enquiries from people who have identified that they might need a paraplanner within their business, but are not necessarily sure what they're looking for or how they would work. If you've never worked with a paraplanner before, then this is likely be a leap of faith into unknown territory and it's advisable to have a plan of action so you - and the paraplanner - know what you're aiming for and how you plan to get there. Some initial things to think about are:   Do you want to work with an in-house or an outsourced paraplanner? The main advantages of each...