Ready to hire a paraplanner and don’t have time to onboard and delegate projects?

The Organized Onboarding package consists of four 1-hour meetings over 1-2 months. At the end of the the sessions, you will

  • Have an onboarding plan,
  • Have written instructions for the first two projects for your paraplanner, and
  • Be ready for your paraplanner to add value from day 1.

A first hire often fits into 1 of 2 broad tracks – the CSA path that focuses on client communication and custodial paperwork or the paraplanner track that focuses on preparing plans and client deliverables.

Through discussions and reviewing your existing materials, Big Red Abacus prepares customized deliverables to support CSA and paraplanner tasks.