Paraplanning Virtual Assistants, also referred to as Paraplanning VAs, are professionals who provide administrative and technical support to financial advisors. As the demand for specialized financial planning services grows, financial advisors often find themselves overloaded with administrative tasks and are unable to focus on their core responsibilities of providing valuable financial advice to their clients. This is where Paraplanning VAs come in – they assist the advisors in handling routine tasks and provide them with more time and space to focus on client interactions and business development.


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