A checklist to help guide you through the tasks to be completed post-advice presentation.
This document can be downloaded as a Word document.
If you would like help to customise this template please contact us and we’d be happy to assist.
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Let us take care of the boring stuff
Scale Up Paraplanning offers outsourced paraplanning support (one-off plans and full-time dedicated paraplanners) and outsourced admin/research support (one-off tasks and full-time dedicated resources) to help you reduce your back-office costs and have reliable and high-quality support staff.
Our paraplanners are some of the leading experts in our industry. We have mastered the use of XPLAN, Midwinter, Adviser Logic and Intelliflo and have developed processes and workflows that best fit in with your business.
It’s time you partnered with a leading, innovative paraplanning and consulting team.
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