Contract Paraplanning Services | Local business
Contract Paraplanning Services
Reviews
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23.01.2022 With these 3 reasons, it's an absolute no-brainer to outsource your paraplanning. Get in touch to start saving time, money and stress today! http://bit.ly/CPS_BookACall... #CPSOutsourcing #Paraplanning #BoostYourBusiness
23.01.2022 Some interesting news around the future of FASEA’s code of ethics... https://www.ifa.com.au//28815-disciplinary-body-could-amen
20.01.2022 SELF-CARE TIPS FOR WFH Be kind and look after yourself! https://www.everydayhealth.com//your-work-from-home-survi/
19.01.2022 Working remotely shouldn't mean you are suddenly available 24/7. This article shares some great ideas on using time signals in a remote team. #remotework #productivity https://sloanreview.mit.edu//why-time-signals-still-matte/
19.01.2022 We’ve all heard of the feedback sandwich, but what is it really? I unpack the art of giving (and receiving) feedback, and why you'll be going back to it bite after bite. Read my AFA article here: http://bit.ly/AboutFeedback... #CPSOutsourcing #Paraplanning #BoostYourBusiness #AFAau
19.01.2022 Are you making use of any tech tools to maximise efficiencies in your practice? This webcast could be for you! https://www.ifa.com.au//28129-webcast-technology-efficienc
19.01.2022 How have you found the adjustment to remote work? Are you continuing to work from home now that restrictions are easing? I know a lot of us are feeling burnt out from juggling kids, work and all things daily life. This article gives some great tips on avoiding burnout.... https://www.forbes.com//how-to-avoid-burnout-in-the-age-/
18.01.2022 Ever wondered what the role of the future Paraplanner involves? Or how about what the digital SOA looks like? In this episode with Fraser Jack, he shares his perspective on what financial services looks like in the future and his experience in all different facets of the industry. Fraser talks us through examples of how technology can be used by the Paraplanner enhance their work and why we need a mindset shift in the way that we capture the clients goals to improve their adv...ice. Check it out! Apple - https://bit.ly/TROP008_Apple Spotify - https://bit.ly/TROP008_SPOTIFY
16.01.2022 Hi everyone, Hayley Knight here from Contract Paraplanning Services. I thought I'd share with you today one of my passion projects that I have been working on this year... my podcast! I created the Rise of the Paraplanner Podcast to help give back to the wonderful community of Paraplanners that I work with everyday. In this podcast, I find the industry experts, ask them the hard questions and explore topics that are hand-chosen just for Paraplanners. ... Paraplanners - I invite you to listen to my episodes and be prepared to boost your skills to the next level. All my episodes are available online via Spotify and Apple Podcasts. Go on, have a listen, and let me know your thoughts! Don't forget to subscribe to stay up to date with new episodes. Spotify: http://bit.ly/ROTPpodcast Apple Podcasts: https://apple.co/3iAkqww Hope you enjoy it! Haylz #ROTP #ROTPpodcast #Paraplanner #ParaplannerPodcast
14.01.2022 Working from home has its perks!
13.01.2022 Happy Memo Day! Have you sent out a company wide Memo to celebrate? #MemoDay
12.01.2022 Outsourcing your paraplanning through Contract Paraplanning Services just makes sense. Get in touch to get started today: http://bit.ly/CPS_BookACall #CPSOutsourcing #Paraplanning #BoostYourBusiness
10.01.2022 It’s a common misconception that the only way to progress as a Paraplanner is to move into an Adviser role. In this episode, I chat with Kate Fellows, Founder of The Professional Paraplanner and expert in career pathways and upskilling for Paraplanners. If you’re thinking about taking side stepping an Adviser role, this episode is for you. Check it out & subscribe below! Apple - https://bit.ly/TROP009_Apple... Spotify - https://bit.ly/TROP009_Spotify See more
10.01.2022 Should at home workers pay more tax? According to the Deutsche Bank, those working remotely save money and spend less, while those in jobs such as nursing or hospitality cannot reap the same benefits, something highlighted by the pandemic. It suggested the tax, paid by employers, could redress the imbalance, with the funds redistributed as grants to those who can’t work remotely. What do you think?... https://www.linkedin.com//should-remote-workers-pay-more-/
09.01.2022 The digital SOA is here and no one knows it better than Ben Marshan, Head of Policy and Standards at the FPA. Late last year we saw the release of #FOSOA (Future of the SOA) by the FPA which was headed up by Ben and in this episode, he takes us through all of the research conducted to understand the place of the digital SOA and what this looks like for the future of documentation use within financial services. Check it out! Spotify - https://bit.ly/TROP007_SPOTIFY... Apple - https://bit.ly/TROP007_APPLE See more
08.01.2022 We are SO excited to launch our new-look CPS website! Have a look, share it with a colleague and get in touch if you'd like to find out more about our Contract Paraplanning Services. https://www.contractpps.com.au/adviser... #CPSOutsourcing #Paraplanning #BoostYourBusiness
08.01.2022 Fast, reliable, professional and top quality - this is everything that we try to be! We are so pleased that Peter was satisfied with our service enough to leave us 5-Stars on Google. Thank you Peter!... See more of our reviews here: http://bit.ly/CPS_Reviews Get started with a CPS paraplanner: http://bit.ly/CPS_BookACall
06.01.2022 "What we know is that if Advisers gets their document in front of the clients sooner, there's a much higher take up rate." - Gianni Musumeci, NAB. In this episode of the #ROTPpodcast, Gianni explains about how #outsourcing your #paraplanning can help speed up your turnaround times and win you more business. Listen to it here:... Spotify -- http://bit.ly/speedupyourSOAs Apple Podcasts -- https://apple.co/35zmKyN #CPSOutsourcing #Paraplanning #BoostYourBusiness #ROTP #ROTPpodcast #Paraplanner #ParaplannerPodcast #NAB #NABbank
06.01.2022 That work from home life....
04.01.2022 We are seeing massive change in financial services from FASEA to COVID19, the Royal Commission and the digital SOA. So what is the data actually telling us about the affects on the industry and what this means for the future? In this episode, I talk with Angus Woods from Adviser Ratings to gain further insight on what this change really looks like and his predictions on what the future holds. Listen via the links below;... Apple - https://bit.ly/TROP005_APPLE Spotify - https://bit.ly/TROP_EP005
03.01.2022 So true. I can hear them coming down the hall.... brace yourself.
03.01.2022 What does Robo-advice actually mean for financial services? This article does a great job in breaking it down and summarising where we need to focus our attention. https://medium.com//robo-advice-implications-for-australia
