Franc Paraplanning
Financial Services - N/A, N/A, au
Franc Paraplanning Employees
Franc Paraplanning Details
An Aussie paraplanning group hell-bent on making life easier for busy advisersFranc produces the highest quality and compliant advice documents for financial advisers, while empowering remote paraplanners with more work opportunities.The goal?To make the compliance side of financial advice easy for our clients.Along the way, we also decided it was high-time there were more flexible working opportunities for talented remote workers who get excited about creating advice documents.We saw a gap in the market, and decided to fill it.To be quite FrancThat's why our mission is to provide flexible work opportunities for rural or remote paraplanners who want to do good work, with access to jobs that have previously been unavailable to them…And to streamline the process of producing plans for busy advisers, taking the stress and management out of the equation and handing back quality, compliant work.But tell us – what do you want?- Are you sick of wasting time in the ‘back-end' writing advice documents, when you could be out there… delighting clients?- Do you want consistent advice documents that don't need multiple rounds of editing?- You're keen for a paraplanner that understands the advice document process, but also the strategy behind them- Do you want a simple solution – and not just more problems or questions?- You want access to someone that'll take care of the tech and software for advice document production would be nice too… wouldn't it?We hear ya.So if you want Franc to take care of your advice docs, get in touch.
Franc Paraplanning Technologies
Retargeting
Facebook Custom Audiences
Email Providers
Outlook
Marketing Automation
Active Campaign
Fonts
Google Font API
Social Login
Facebook Login (Connect)
Other
Microsoft Office 365