Category: Paraplanner
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Financial Advisers Embrace Collaboration with Paraplanners for Enhanced Client Service
Advisers in the financial industry are increasingly recognizing the value of working collaboratively with paraplanners rather than merely delegating tasks to them. Hannah Wynick, founder and director of Core Financial Paraplanning, emphasized the importance of viewing the relationship with paraplanners as a partnership rather than a one-way street. At a recent event organized by the…
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Why Paraplanners Prefer Long-Term Career Growth Over Advisory Roles
Paraplanners are increasingly seeing their profession as a viable long-term career path, according to the latest findings from the lang cat’s State of the Advice Nation report. Contrary to common assumptions, a significant portion of paraplanners express a preference for staying within paraplanning rather than transitioning into advisory roles. This trend highlights a growing demand…
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The Inspiring Legacy of Financial Paraplanner Anna Sue Jacobson
Anna Sue Jacobson, a beloved resident of Roseville, Minnesota, passed away at the age of 84, leaving behind a legacy of love and dedication. Born in 1940, she was surrounded by her family as she peacefully departed on April 27, 2025. Her husband of 66 years, Lyle Norman, and their sons Lyle Michael, Daniel Ray,…
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AI Integration Sparks Debate: Paraplanners’ Role in Financial Services Industry
As the financial services industry continues to evolve with the integration of artificial intelligence (AI), the traditional role of paraplanners is being questioned. In a recent event, an AI tool was showcased with a slide proclaiming “the end of paraplanning,” sparking a debate among industry professionals. Scott Daniels, a prominent figure in the field and…
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Evolving Role of Paraplanners: Key Players in Financial Advisory Landscape
Paraplanning, often misconstrued as a purely administrative function, holds a more substantial role within the financial advisory landscape. The perspective that paraplanners merely handle paperwork neglects the depth and breadth of their contributions. Sam Patterson, director at The Paraplanner Club, advocates for a shift in this perception, urging greater recognition of paraplanners’ value beyond administrative…
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Paraplanners Urged to Step into the Spotlight in Financial Services Industry
Paraplanners play a crucial role in the financial services industry, yet they often operate behind the scenes. Zara Okoro, a senior paraplanner at JG Paraplanning, emphasizes the importance of paraplanners showcasing the value they bring to the profession. It is time for paraplanners to step into the spotlight and assert their significance. The Operational Excellence…
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Specialists Emphasize Embracing AI for Paraplanners and IFA Administrators
A panel of specialists discussed the impact of AI on paraplanners and IFA administrators, emphasizing the need to evolve alongside technology rather than fear for their jobs. Sapna Shapero from Chesterton House Financial Planning highlighted the importance of embracing AI while understanding its role in reshaping current job functions. Financial Data Analytics with Machine Learning,…
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Evolving Role of Paraplanners: From Support to Strategic Partners in Finance
In the world of financial services, paraplanners play a crucial role in translating complex financial solutions into actionable plans that clients can trust. Sam Patterson, Head of Delivery at Equilibrium Financial Planning and Head of Mentoring at The Paraplanner Club, sheds light on the evolving role of paraplanners. According to Sam, paraplanners are no longer…
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Podcast Explores Evolving Role of Paraplanners in Financial Services Sector
Financial services are constantly evolving, and the role of paraplanners is no exception. In a recent podcast hosted by Sue Whitbread and Jenny Hunter, the focus was on the changing landscape of paraplanning. The guest, Sam Patterson, Head of Mentoring at the Paraplanner Club, shed light on the crucial aspects of mentorship within this profession.…