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

Richard’s 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

Richard Allum on the Rise of Outsourced Paraplanning

Insights, ideas and inspiration from entrepreneurs and superstars in the world of financial planning.

Every fortnight, we chat with a guest from the financial planning profession, hearing their stories and getting under the lid of how they do things.

Find out more about our Community by searching 'NextGen Planners' on Google.

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Insights, ideas and inspiration from entrepreneurs and superstars in the world of financial planning. Every fortnight, we chat with a guest from the financial planning profession, hearing their stories and getting under the lid of how they do things. Find out more about our Community by searching 'NextGen Planners' on Google.

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Richard Allum on the Rise of Outsourced Paraplanning

Richard Allum on the Rise of Outsourced Paraplanning

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