If it’s your first time hiring outsourced paraplanning services, it makes sense that you’d want everything to go as smoothly as possible.
Here, we’re going through 5 ways to get the most out of your paraplanner for an incredible paraplanning experience at Clique Paraplanning.
Get in Touch
The first step toward a smooth paraplanning experience with Clique is simply getting in touch. We make the consultation process totally pain-free and at no cost to you.
An important part of the process when working with outsourced paraplanning is making sure you have the right fit.
Our Australian-based team has expertise in a variety of fields. But just to be sure you’re feeling comfortable and reassured, we can’t wait to speak with you about your paraplanning needs.
Once you’ve agreed on using Clique Paraplanning Services (great choice!), feel free to ask as many questions as you need.
How long will it take us to produce the SOA?
What other services can Clique Paraplanning provide?
What can you expect from the whole paraplanning experience?
As proud paraplanning nerds, we love answering your questions about paraplanning and all things financial document preparation. We’re also keen to put your mind at ease and make sure the entire process is as streamlined as possible.
Agree on a Timeline
After agreeing on which services we’ll provide, we’ll work with you to come up with a timeline that works for everyone. One of the perks of working with Clique is the CliQueue which tracks our workflow and updates you on our progress.
We know how frustrating and anxiety-inducing it can be to send in a request and not know the status of your documents. With the CliQueue, you’ll know exactly which stage of the process we’re in, without having to contact us directly.
Send a Clear and Accurate Brief
To ensure a smooth paraplanning experience with our experts at Clique Paraplanning, sending clear and accurate briefs are essential.
We get it — mistakes happen. But triple-checking that your client’s name, address, and vital information is correct can help us create perfect SOAs and other financial documents with zero errors.
Sit Back and Relax
Now, all that’s left to do is sit back and relax because your Clique Paraplanners have got it covered.
The best part about working with trustworthy paraplanners is that they allow you to focus on your clients. If you follow the steps outlined above, there’s no need to worry about the accuracy or status of your SOAs.
By getting in contact, asking questions, using the CliQueue, and sending clear briefs, you’re well on your way to an amazing paraplanning experience.
After all, at Clique Paraplanning, we pride ourselves on creating compliant financial documents that make your job as a financial adviser that much easier, giving you more time to focus on what’s important.
Looking to outsource your financial document creation to save time and energy? Spend more time on what’s essential and leave the SOAs to us.