Outsourced Paraplanning for Financial Advisers
Discover a faster, more effective way to build, grow, and scale your business.
Welcome to Eloquent.
Outsourced Paraplanning for busy Financial Advisers
Hiring a full-time paraplanner is too much of a commitment.
Plus, you’ve been in the industry long enough to know that preparing SoAs yourself isn’t sustainable.
This is where our outsourced paraplanning service comes in.
⇒ You’ll get a dedicated paraplanner without the commitment of a full time employee.
⇒ Your SoA will be proofread, formatted, and delivered within 7 business days.
⇒ No longer will you spend your weekends writing SoAs because we can do that for you.
Are you ready to be our next success story?
6 Reasons why you should call us
Done-for-you from data entry to Statement of Advice
We don’t just write Statements of Advice. We can also handle the prep work from data entry to research, and to financial modelling and projections.