Ep 212: The Professional Paraplanner As (Virtual) Support And A Career Path Unto Itself with Alex Hopkin

Financial Advisor Success

コンテンツは Michael Kitces によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャストコンテンツは、Michael Kitces またはそのポッドキャストプラットフォームパートナーによって直接アップロードされ、提供されます。誰かがあなたの著作権で保護された作品をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。

3+ y ago 1:36:21

MP3•エピソードのホーム

Alex Hopkin is the founder of Simply Paraplanner, a job board and training portal for U.S.-based virtual paraplanners. Simply Paraplanner is not just a way for paraplanners and firms to connect, but the platform also supports the ongoing evolution of paraplanning from an entry-level support role into a dedicated career path.

In this episode, Alex shares why she created Simply Paraplanner, what paraplanners really do in an advisory firm to make it more efficient, and the best way to divvy up tasks between a paraplanner and an advisor. She’ll also discuss how the internal process of creating a financial plan needs to change when a paraplanner is crafting the plan but a lead advisor is actually executing it, and how the technical demands of the paraplanner role have changed to the point where traditional certifications are no longer sufficient to be successful as a professional paraplanner.

For show notes and more visit: https://www.kitces.com/212

385 つのエピソード