Richard Allum on the Rise of Outsourced Paraplanning

• Richard’s background in FS and what his firm doesn
• 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