Are you struggling to complete SoAs for your Financial Planning clients in a timely, cost effective and technically compliant way?
Would you like to free up your time to meet with your clients and grow your business while your SoAs are being created for you by professional paraplanners?
At Abound Paraplanning we take care of your SoAs and paraplanning needs!
As a Financial Planner you know how important it is to provide accurate and compliant advice to your clients. Your business reputation depends on it. As a business owner, you know that caring for your clients and sourcing new business takes up most of your day. When do you find enough time to produce reports that are accurate enough to uphold your reputation?
Watch the video below to learn more about how we at Abound Paraplanning can help you today!
Let us show you how you can dramatically improve your business processes and the speed of delivery to your clients without sacrificing your high quality standards.
The secret is Abound Paraplanning Services.
Wouldn’t it be good to know that you had a team of expert paraplanners on call to back you up when you need them?
With Abound Paraplanning Services you have expertise at your fingertips without the cost of expensive full time planning staff. Outsourcing the preparation of your financial plans can save you thousands of dollars a year.
Can you really afford to keep writing those reports yourself?
Our paraplanners are experts in their field. We are innovative and professional. We provide you with high quality and realistic back office support and accurate, compliant Statements of Advice and financial reports. You can be confident in the quality of the advice delivered.
We give you:
- Better business and financial strategies
- Faster delivery
- Highly compliant reports
- Reduced risk
- Quality service for your clients
- Cost-effective and professional paraplanning support
- Instant access to highly trained paraplanners who are up to date with industry changes
We free up your time so you can really focus on your client’s needs and work on building your client base.
You can relax, knowing that the technical and compliance requirements of your financial plans or SoA preparation will be completed to the highest possible standard. You know that the reports will be properly written by dedicated paraplanners, thereby minimising the risk of error or non-compliance.
Whether you're a small business or a large company, we can support you. We are the solution that brings you maximum efficiency, total business security, improved client service and total peace of mind.
Abound Paraplanning Services is your number 1 sales and conversion tool, allowing you to expand your client base while still maintaining the delivery of fast and accurate reports to your existing clients.