What is the role of a paraplanner?
A Paraplanner plays a critical role in financial practices by crafting Statements of Advice (SoA), Records of Advice (RoA), Investment Portfolio Reviews (IPRs), and Strategy/Discussion Papers. They provide essential support to financial planners or advisors in delivering comprehensive financial advice and services to clients. Working exclusively within a practice, VBP Paraplanners foster deeper relationships with advisors, enhancing the quality of advice documents through better system understanding and collaborative synergy.