Make Time Podcast
Episode 9-Paraplanners improving productivity for financial advisors with Alex Hopkin of Simply Paraplanner.
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Today's guest is Alex Hopkin of Simply Paraplanner.
Alex Hopkin, AFC®, CFP®, is the founder of Simply Paraplanner, a job board website connecting financial planning firms with virtual paraplanners across the country. Alex is on a mission to improve employment within the financial planning industry, guiding financial advisors to make smarter, more profitable hiring decisions, and providing paraplanners with the tools to create the environment that fits their lifestyle.
In this episode we discuss:
What paraplanning is
How paraplanning can help financial advisors to be more productive
The keys to outsourcing
Greatest hurdles to using virtual paraplanners
How your practice will benefit and scale your practice
...and much more
You can check out Alex's website at https://simplyparaplanner.com/
To learn more check out the Make Time Productivity Course here.