Comments on: Paraplanners are client phobic! http://www.theparaplanner.com/2010/01/23/paraplanners-are-client-phobic/ The site for Paraplanners and Paraplanning in the UK Thu, 29 Jul 2010 15:02:06 -0400 http://wordpress.org/?v=2.8.4 hourly 1 By: Sean Wilson http://www.theparaplanner.com/2010/01/23/paraplanners-are-client-phobic/comment-page-1/#comment-12612 Sean Wilson Thu, 03 Jun 2010 11:29:55 +0000 http://www.theparaplanner.com/?p=547#comment-12612 In many ways, paraplanners provide the real value in providing financial advice.They deal with lots of different cases and have better technical knowledge than most financial advisers. Peter Taylor is obviously old school sales, has poor people skills and is rather insecure ...not good for somebody dealing with the public. In many ways, paraplanners provide the real value in providing financial advice.They deal with lots of different cases and have better technical knowledge than most financial advisers.

Peter Taylor is obviously old school sales, has poor people skills and is rather insecure …not good for somebody dealing with the public.

]]> By: Cheryl Wade http://www.theparaplanner.com/2010/01/23/paraplanners-are-client-phobic/comment-page-1/#comment-12357 Cheryl Wade Thu, 15 Apr 2010 12:04:23 +0000 http://www.theparaplanner.com/?p=547#comment-12357 Absolutely Beverley. A Paraplanner complements the IFA role. A good working relationship between the two can only benefit a client. Two highly qualified individuals working together, bouncing ideas and providing the client with a fully researched and documented solution sounds like the perfect way forward to me! I have never wanted to sell, but I am happy behind the scenes, supporting my IFA and being a point of contact for his clients. It's a win/win situation. Absolutely Beverley. A Paraplanner complements the IFA role. A good working relationship between the two can only benefit a client. Two highly qualified individuals working together, bouncing ideas and providing the client with a fully researched and documented solution sounds like the perfect way forward to me! I have never wanted to sell, but I am happy behind the scenes, supporting my IFA and being a point of contact for his clients. It’s a win/win situation.

]]> By: Beverley Riddell http://www.theparaplanner.com/2010/01/23/paraplanners-are-client-phobic/comment-page-1/#comment-12278 Beverley Riddell Thu, 25 Mar 2010 09:36:32 +0000 http://www.theparaplanner.com/?p=547#comment-12278 IFA's need Paraplanners, they rely on us to give them the technical information they require to write a good report, search out the best product and give clear reasons why.....not chose a product that they have used for 10 years because 'Bob' the account manager plays golf with them. IFA's do not want to complete examinations to improve their knowledge where as most paraplanners are young and ambitious. Looking forward to 2012 when IFA's are going to have to accept the changes to way financial advice is going to be given and that paraplanners are not only here to stay but there will be lots more of us. Behind a good adviser there is a good paraplanner! <a href="http://paraplanningscotland.co.uk" rel="nofollow">Freelance Paraplanner</a> IFA’s need Paraplanners, they rely on us to give them the technical information they require to write a good report, search out the best product and give clear reasons why…..not chose a product that they have used for 10 years because ‘Bob’ the account manager plays golf with them. IFA’s do not want to complete examinations to improve their knowledge where as most paraplanners are young and ambitious. Looking forward to 2012 when IFA’s are going to have to accept the changes to way financial advice is going to be given and that paraplanners are not only here to stay but there will be lots more of us. Behind a good adviser there is a good paraplanner!

Freelance Paraplanner

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