Paraplanners say they feel disconnected from advisers

They see this as a main blocker to doing their job effectively each day

Isabel Baxter
clock • 1 min read

Paraplanners say they feel a disconnect with advisers on what they should be doing, The Lang Cat has found.

Its sixth annual State of the Advice Nation study including 400 members of the advice profession explored paraplanning for the first time. When paraplanner respondents were asked what they see as the main blockers to doing their jobs effectively each day, a disconnect with advisers on what they should be doing was the second most common response for 42% (shown in the graph below).  The leading blocker is provider administration for nearly half of paraplanners (49%). When asked for open comments on how providers could help, the largest chunk of responses focused on the need to d...

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