Clinton Weekes
@clintonweekes
Clinton Weekes
Bravery or fear - unblocks
CodePen - Christian Alder
codepen.io
Version 5: Five Ways to Build a Strong Adviser-Paraplanner Partnership
Understand Adviser Expectations
Clarify their preferred style, tone, and approach for SOAs.
Use a short onboarding process for new advisers to align on preferences.
Communicate Like a Pro
Set clear deadlines and keep advisers updated on progress.
Offer regular check-ins to stay aligne
pICK UP THE PHONE
pICK UP THE PHONE
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Step one: Schedule a post full of awful shit about everyone you hate on LinkedInDon't worry you won't actually post it, you'll just schedule post it for a month from now.IMPORTANT: You must actually tag them. For example:Image
Step two: let your friend change your LinkedIn passwordThat way you can't log on and change anything.ALSO you won't be s... See more
Jokes
Spotlight and Floodlights
Version 2: Five Secrets of Efficient Paraplanning
Organize for Success
Use project management tools to track deadlines and priorities.
Create reusable templates for common scenarios.
Clarify Requests Early
Schedule quick chats to understand key details before starting.
Use a structured checklist for advisers to fill out.
Streamline Revisions
Agree on clear