Richard Allum on the Rise of Outsourced Paraplanning

Published: April 28, 2020, 10:17 a.m.

  • Richard\u2019s background in FS and what his firm doesn
  • What he sees as the true role of a paraplanner
  • Why he setup paraplanner powwow and his experience of the paraplanning community
  • How he has used technology and innovation to leverage his business
  • The benefits of outsourcing vs building an in house team
  • Why we should be networking amongst ourselves