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.