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This sounds like me, but I am not ready to get going just yet
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Larger, regional firm.
Multiple advisers and a paraplanning department with 15 people.
The firm wondered whether the team were producing at full capacity and if not, what action could be taken.
- To assess the internal paraplanning team.
- To design a plan to improve efficiencies.
To assess the internal paraplanning team.
- We spend a day fact finding with the business.
- We analyse the firm’s MI on individuals, work type, time sheets, processes and outcomes.
- We identify what issues are causing the problems.
To design a plan to improve efficiencies.
- We produce a detailed report on the analysis.
- This includes action plans for countering the problems to benefit the business, the individuals in the paraplanning team and ultimately the best client experience.
Ready to proceed?