At Eloquent, we think building financial planning advice business should be an enjoyable and profitable experience for you.
We also believe that when you have the right systems and people in place, you create efficiency and produce more capacity in the process!
When you’re busy, your first impulse is to hire a new staff member to help you. However, employing a new person is really challenging because there are so many costs to consider such as wages, superannuation, holiday/leave loadings, hardware and software, office space, training. And the list goes on.
For most, this usually means doing it all yourself, jumping from client service work to financial planning work (in between client meetings), jumping from one task to the next, in the hope that it all somehow works out…
If that’s true, then you’re on the track to burnout!
But we believe there’s a better way!
Our simple 3-step onboarding system is designed to help you get set up with your own Paraplanner within 24 hours – one which integrates with your current business processes without the stress, hassle and confusion that usually goes with hiring new staff!
There’s no need to figure anything out or work out how to put everything together, because we’ve done all the hard work for you!
We’ve created specific, custom paths designed to help you get your paraplanning done, fast.
Founded and run by Donna Klajman
Have you ever said to yourself…
“I wish I could have more hours in the day. I don’t seem to be getting anywhere.”
“If I could just see more new clients, then my business would grow.”
“It’s difficult to find good people and they won’t do as good of a job as I could.”
“Am I working harder and are struggling because I’m spending too much time working on the wrong things?”
You’re not alone.
In an attempt to increase revenue, attract new clients (and keep existing ones), you agonise over which area to put your focus on. I get it. I’ve been there.
As an ex-Financial Planner, the hours flew each day. I felt the biggest challenge of all was the prep work required to produce Statements of Advice. The paraplanning process created difficulties in managing client expectations and deadlines.
In 2012, with two young children at home who needed my time and attention, I made the conscious decision to leave my advising role to focus on a different path. I felt there was a great need for a support service for financial planners who chose not to employ an in-house paraplanner. Eloquent Paraplanning was born.
I built the business from the ground up, starting out as a one-person operation. Over the last 7 years, the business has grown into a small but elite team of professional paraplanners, ready to serve you. We continue to invest in technology which enables us to deliver a premium service, on schedule, consistently.
With no association or affiliation with other institutions, our business remains an independent financial services company.
Fast forward to 2019 and here we are. Our marketing strategy is simple: we let our clients be the judge of our efforts. 90% of our clients come to us through referrals. And for that, we are forever thankful.
If you’ve read this far, thank you. We hope this is just the beginning of our relationship. And, we’d love to learn more about your business.
Our Core Values
Excellence is possessing good qualities, to a very high degree. It is climbing higher than the set standard, out-performing the expectations of others. Performing in a spirit of excellence says a lot about who we are and how we are perceived in the present by those around us. Excellence positions us for unusual opportunities.
Why? Because little things make big things happen. When we can demonstrate that we are on top of the details, it gives our clients confidence in our ability to handle complicated matters.
Collaboration brings people with different backgrounds, skills, expertise, and perspectives together to brainstorm ideas, overcome obstacles, and utilise creative problem-solving for the betterment of ourselves and our clients.