Version 2: Five Secrets of Efficient Paraplanning

1. Organize for Success

   • Use project management tools to track deadlines and priorities.

   • Create reusable templates for common scenarios.

2. Clarify Requests Early

   • Schedule quick chats to understand key details before starting.

   • Use a structured checklist for advisers to fill out.

3. Streamline Revisions

   • Agree on clear

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