Increase your planning, decrease your workload

Outsource Financial Plan Preparation and Reduce Plan Generation Time by Up To 80%

The demand for comprehensive financial planning services is on the rise. Satisfying the needs of investors who are seeking holistic solutions to meet their financial goals gives you a competitive edge — and an additional income stream. According to Cerulli Associates, 59% of investors are willing to pay for advice, and this figure rises to 75% among advisory clients.

Common Challenges:

• Lack the time to become an expert in my planning software or plan generation.
• Want to upscale my planning offering but I’m reluctant to add staff.
• Struggle to identify financial planning opportunities in my book of business.
  

How do you integrate or increase financial planning in your practice given the time commitment to acquire the needed expertise and create the plans? 

The Paraplanning Services team of CFP® practitioners and planning professionals create comprehensive financial plans that align with your clients’ long-term goals. By outsourcing plan production and analysis, you’ll free up time to focus on client relationships, and you’ll also save money compared with hiring additional staff. In addition, your LPL planning professional can provide updates on best practices and help identify clients who may benefit from financial planning.