Oh and I hope that is what happens.
Again, that's possible if Intiger do this better than the rest but until I can use it myself it's just another outsourcing service to me. I've been through the whole 'outsource everything' to be able to focus on seeing clients before and while it's feasible that's only if the people in another country doing the work are really efficient. There's a reason some paraplanners are paid salaries over 100k.
Simple advice I'm sure is easy enough but just being RG146 doesn't mean they will have any idea when it comes to complex strategies it takes years for people to practically apply.
There probably are enough practices just providing simple advice though if they can get them all on board. Thing is some aren't more focussed on just managing their current book until retirement as opposed to actually growing.
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