Setting up your own outsourced paraplanning business can be an exciting prospect but going into it with your eyes open and with the benefit of other people’s hard-won experience makes for a much stronger start.
On Wednesday 3 June, our guests had an honest, practical conversation about what it really takes to start an outsourced paraplanning business.
Host Richard Allum was joined by three paraplanners who’ve recently been through the process: Jawaad Tanwir founder of ParaplanX, Ellie Bailey founder of Paraflo, and Phillip Williams of Beyond Paraplanning (and author of ‘What If?…: A Guide To Working Smart & Building Your Own Path In Paraplanning‘).
Together they reflected on their own experiences and shared what they’ve learned, covering:
- what the outsourced paraplanning market looks like right now, and whether it’s a good time to be thinking about this
- the questions worth asking yourself before you take the leap and how to know if it’s genuinely what you want
- how to go about setting up an outsourced business in practice
- what they wish they’d known at the start, and what they’re still figuring out
- how they’re finding balance in work, in business, and beyond
What can you expect to take away?
After tuning into this Assembly, you’ll leave with a clearer picture of what outsourced paraplanning business life actually looks like including the opportunity, the reality, and the things worth thinking through before you commit. Whether you’re seriously considering it or just curious, this is an opportunity to hear from people who’ve been exactly where you are.
