Paraplanners, often overshadowed in the financial services industry, are being urged to step into the limelight and assert their professional identity. Zara Okoro, a seasoned senior paraplanner at JG Paraplanning, emphasizes the importance of showcasing the value paraplanners bring to the finance community. Okoro believes that paraplanners face a lack of recognition and exposure compared to financial planners, which hinders their professional growth.
Okoro highlights the disparity in visibility between paraplanners and financial planners on platforms like LinkedIn. While financial planning garners significant attention, paraplanners struggle to gain recognition for their expertise. She advocates for paraplanners to proactively demonstrate their skills and establish themselves as thought leaders within the industry.
One key issue raised by Okoro is the underrepresentation of paraplanners in industry discussions and publications. She emphasizes the need for paraplanners to speak up for themselves rather than relying on financial planners to represent them. By creating more self-published content and sharing their expertise, paraplanners can carve out a distinct voice within the financial services sector.
Okoro suggests that paraplanners should engage in discussions on technical topics and share their insights with a broader audience. By leveraging their pragmatic expertise, paraplanners can contribute valuable perspectives to the financial planning profession. She encourages the creation of relatable content, such as memes and short articles, to foster a sense of community among paraplanners and attract new talent to the field.
Recognizing the complexity of the paraplanner role, Okoro stresses the importance of breaking down technical concepts to make the profession more accessible to aspiring paraplanners. By sharing knowledge and best practices, experienced paraplanners can support the growth and development of newcomers in the industry.
In conclusion, Okoro’s call for paraplanners to step into the spotlight underscores the need for greater recognition and representation within the financial services sector. By asserting their professional identity, sharing expertise, and engaging with the wider community, paraplanners can elevate their role and contribute meaningfully to the evolving landscape of financial planning.
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