Episode 022

Richard Allum on the Rise of Outsourced Paraplanning

Episode 022


What Adam discusses with Richard:

- Richard’s background in FS and what his firm does
- What he sees as the true role of a paraplanner
- Why he setup paraplanner powwow and his experience of the paraplanning community
- How he has used technology and innovation to leverage his business
- The benefits of outsourcing vs building an in house team
- Why we should be networking amongst ourselves