SERVICES
Most Paraplanners have a generic process for how they work with advisory firms, which requires the advisory firms to fit into the paraplanner's processes.
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We don’t use a generic process because we know you have developed your own way of working with clients. Instead, we use an open-ended process which allows us to cater to your firm’s needs and enable us to discover how we can best work together effectively. We work with you to establish clear timelines and deadlines and work to honor those deadlines.
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​We learn your processes and how you operate so we can sound like and act like you.
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We do this by having a one-time free meeting to review your financial and account paperwork processes to understand what your client niche expects and how they expect it. This will enable us to be in the background, allowing us, for example, to email client communication without them realizing it is not you.
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If you want us to be visible to the clients, we use your branding and follow your firm’s mission and values, so clients know you have someone who values them the same way you do.
If you want to know how we can help free up your time and provide strong support for your firm, contact us for a free exploratory meeting.
Need more details? Contact us
We are here to assist. Contact us by phone, email or via our social media channels.
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Thomas Grunbeck
Phone: 1-803-529-1139
