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OUTSOURCED

As a financial advisor, your business depends on delivering highly personalized ser-

vices to your clients who trust you with their life savings.

TruthfuIly, much of the day-to-day work of a modern financial planning business is tech - nology-driven, and many tasks — such a s basic resea rch, entering data into model s, and preparing documents — do not have to be done by a CERTIFIED FINANCIAL PLAN NER". Many firms rely on para plan ners to handle these responsibilities.

But hiring and retaining quality pa raplanners is cha Ilenging. That's why outsourcing can be the best way for many financia I plan ning businesses to meet their pa ra pl anning needs.

Outsourcing gives you access to professional pa raplanners who a re tra ined to hand ie much of the ti me-consuming, data-intensive work that goes into building a financial plan

— as efficiently and seamlessly as handling it in-house.

Outsourcing your pa raplanning needs helps to control expenses and gives you more time and flexibility to give your clients the expertise and personalized servic es that onIy you can provide.

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Outsourced
Paraplanning
Services from
Gold Medal
Waters

Gold Medal Waters' Paraplanning Ser- vices provides financial planners, RIAs, and their firms with highly qualified virtual paraplanners whose personalities match the needs of the business. We work with you to understand your client base, your processes, and the primary software tools you use so we can choose and train the right para- planner to start adding value to your business on Day One.

How Do We Know What We Look For?

We use paraplanners in our firm and know how important they are in making a financial planning business work. We’ve been around for a long time and know the skills and work ethic you need in a qualified financial paraplanner. ‘

Our virtual paraplanners are trained and ready to begin working “on-demand.” Because they serve a variety of clients, you benefit from a wide range of skills and experiences. We ensure our virtual paraplanners: 

  • Know how to use financial planning software such as Right Capita, Money GuidePro, and eMoney

  • Are familiar with risk tolerance assessment tools like Finametrica, Riskalyze, and TIFIN Risk

  • Have experience with a range of client communication systems

  •  Are trained in the financial planning  process. 

Dave Brown | Fee Only Financial Advisor Boulder | Gold Medal Waters

In addition to looking for paraplanners with financial planning experience, we emphasize these five critical attributes that we seek when hiring for our own paraplanning team:

  • Detail-oriented

  • Humble

  • Ambitious

  •  Emotionally Intelligent

  • Responsive and Responsible

Dave Brown | Fee Only Financial Advisor Boulder | Gold Medal Waters

When you outsource your paraplanning needs to Gold Medal Waters, we take on the burden and absorb the cost of finding and hiring qualified virtual paraplanners, outfitting them with technology tools, and providing additional training as needed. 

We assign a paraplanner to your firm, for an agreed-upon number of hours, based on your needs. And, we have a deep bench, so if your needs increase we can provide more resources right away.

Want more Information ?

Click here to download our brochure for details.

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The Role of an Outsourced 
Paraplanner

While Gold MedaI Waters' virtuaI parapIanners are aII experienced, they continuaIIy build their knowledge of financiaI pIanning software and other reIevant tec hnologies , so they can continue to deliver high-quality work as your business and the industry evolve.

Our outsoured parapIanners act as an extension of your business. Supervise d by our ParapIanning manager and fuIIy integrated with your team, they can work on a va riety of financia I pIanning activities, incIuding:

  • Client communications

  • Data entry

  • Document preparation

  • Managing planning workflow

  • Information gathering

  • Research recommandations

  • Modeling and analysis

  • Ongoing planning support

You can confidently as sign many routine financiaI planning tasks to a Gold MedaI Waters v- irtuaI parapIanner and get back to focusing on building your business and delivering

vaIue-add services to your clients.

Ready to build your business

Contact us to get the
conversation started.