We do your SOAs,
so you can
do more business
Paraplanning services to speed up your client onboarding and get you paid sooner
Save Time
Send the work to us
Save Money
Access top Paraplanners
for a fraction of
the in-house cost
Save Stress
We take the work off
your desk
Download our free guide:
How to halve your paraplanning time
Download our free guide:
How to halve your paraplanning time
Advice
documents
are complicated &
time-consuming
The average SOA takes
26 hours
to complete
7 out of 10
advice documents are
non-compliant
The cost to service clients has
doubled
Why We Care
We know what it’s like. You meet a new client and hopefully after a few meetings, they want to do business with you. They’re excited, you’re excited, life is good.
And then it comes time to get an SOA written. Your enthusiasm plummets, it’s a total buzzkill.
While we LOVE doing SOAs, we realise that it’s a low point in the client experience for most advisers. It takes too much time and energy, and it’s a frustrating part of doing business. But it’s a necessary evil, so you need someone to do the job.
We know what the difference between a painless paraplanning process and a painful one is, and we’ve built our business around a process that means your SOA gets written within 7 days so you don’t lose momentum in your client experience and most importantly, you can do business quicker.
Licensees We Work With
About Our Service
Online, easy to use request system
Your own dedicated Paraplanner
Confirmation of cost upfront
Guaranteed 7 business days delivery
Monthly invoicing to ease cashflow
Ongoing reviews, management and training of your Paraplanner
Performance-based incentives which attract the right Paraplanners
3 Step Plan
#1
Discovery
Here we get to
know each other and
see if we’re a good fit
#2
Matchmaking
We find you the perfect
Paraplanner or Administrator
#3
Partnership
You stop doing the paperwork
and start doing more business
Our guarantee
Dedicated Paraplanner
You will work with the same
Paraplanner every time
7-Business-Day turnaround
All of our work is completed
within 7 business days
Quality Assurance
If you’re not happy with our work
after 5 SOAs,we will happily
refund your money
No hidden fees
You will know the
full cost upfront before
the work starts
Wearing too many hats is
exhausting!
Sales, Relationship Management, Strategy, Compliance, Admin. The role of the adviser is varied, but it inevitably leads to one thing – EXHAUSTION!
Doing too much of the strategy and advice documentation work yourself is slowing your business down and taking your time, but it’s also probably sapping your most valuable resource – your energy. Energy which you could be directing towards more important things like keeping your clients happy, growing your business or even spending more time with your family.
The most successful advisers focus on their strengths and delegate the rest. Paraplanning is one hat that we can wear for you so that your business becomes more profitable AND enjoyable.
If you are sick of the multi-tasking and ready to get your mojo back, book a call today to see if we’re a good fit for your needs.
CPS is trusted by
Free eBook
Five ways to halve your paraplanning time
and do more business
