Para-planning Support
Administration is the polar opposite to most IFA's skill set and this situation is made worse by the problems associated with certain company's administration. Gathering information on existing client's portfolios, producing comprehensive yet easy to read reports, processing product based business and keeping track of portfolios on an ongoing basis, is all a little tricky at times and there are businesses that exist to assist with these tasks.
You may want assistance from time to time, or want to outsource on a more permanent basis in an attempt to spend all your time in front of clients (give up, it will never happen!), but whatever the reason, if you need help in this vital area then try our recommendation.