Billingham: Paraplanners must interact with clients

Speaking at the Institute of Financial Planning's (IFP) Paraplanner Conference, Billingham, who is strategy consultant at threesixty, highlighted the importance of paraplanners in financial planning. However, with many never directly interacting with clients, he urged paraplanners to take some responsibilities away from financial planners and advisers. He said: "You can't get efficiency if everything is down to the financial planner. If it's all down to the planner, then it is not a business but a lifestyle. "Pry tasks away from the planner and ask them: ‘Why are you doing that?'."...