Yeah I know, I've tried it but it can get more difficult when you're dealing with more complex stuff rather than loan admin etc. Giving a really complex financial strategy to a newbie (whether domestic or overseas) they can't be expected to nail it. Haven't come across anyone that has nailed outsourced paraplanning yet as you've all heard as Ive posted here for however long..
Automation though could be a different story so lets see how this goes.
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