Better Skills Applied Immediately
Time share experienced staff only when you need them. Apply their skills and ability to your client's requirements.
Our staff are all full time paraplanning professionals who are experienced in addressing end clients' needs for more than 20 different AFSLs.
Premium Paraplanning
Outplan provides a premium paraplanning service that focuses on the Statememt of Advice (SoA) as being the key communication tool at the crucial time when the advisor/client relationship is in it's infancy.
SoAs as Marketing & Communications Tools
We view the SoA as a marketing and branding tool, and apply a number ideas & concepts to the preparation of the SoA. This is to achieve the key desirable outcome for advisers - signing up happy clients!
These concepts are:
- Visual presentation of concepts
- Logical Hierarchy of headings
- Say more with less
- Reduction of Key elements of the SoA to PowerPoint slides to aid effective presentation
Zero set up costs
Outplan will create and maintain a SoA template that is tailored to your particular requirements at no cost to you.
Centralised Team
Outplan is a centralised team of highly skilled and experienced paraplanners. In stark contrast to our competitors, Outplan is not a web of paraplanning contractors spread across Australia. All of our paraplanners are located in the Sydney CBD and operate much the same as a dealer group operated paraplanning unit. This is crucial to the application of Outplan's 3 stage vetting and quality assurance process.
Contact an Outplan representative today on 1300 789 782 - or complete the form on the right - to discuss an outsourced paraplanning solution for your business.