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Most RecentMost ViewedMost LikesNot another outsourcing article If you've seen one outsourcing tips article, you've seen them all – this isn't that. A "simple" plan As a paraplanner, there's one comment I dread the most from an adviser: "This will be a straightforward plan." Clients don’t want paper For Deborah Kent, being in the Advisely Index top 10 validated a common theme found across countless client surveys. The paraplanner of the future Once, paraplanners were like caterpillars – destined to become adviser butterflies. Is a new metamorphosis underway? Advisers just don't have time Or do they? I'm Darren Smith, Advisely board member Understanding the numbers is important but understanding the person is more important. I'm Jessica Lamb, Advisely advice process expert You should always be thinking about how you can improve your client experience. I'm Tamara Morey, Advisely business strategy expert As an adviser, your time is more valuable than you realise.
