Introducing Paraplanning: SOAs and ROAs without the backlog

Every practice knows the feeling: a good meeting, a client ready to go, and then a Statement of Advice that takes a week to come back. Not because the advice is complicated, but because the person who could be producing it is also the person doing six other things.

We now have a dedicated paraplanning team producing SOAs, ROAs, and the research behind them, direct in XPLAN.

What Paraplanning is

Statement of Advice and Record of Advice preparation, document review, product research and the financial projections behind the advice, produced by a team that does this for practices every day.

If you have your own templates and content library, we produce on those, so what comes back reads like your practice wrote it. If you don't have your own framework yet, we can produce it on our Blueprint-managed site instead, built on templates already proven across many practices. Either way, every document goes through review before it reaches you, with turnaround measured in days, not weeks.

What it isn't

It isn't a generic outsourced typing service. Producing an SOA properly means understanding the strategy behind it, not just filling in a template with the numbers changed. Our team works from the fact find and the adviser's strategy, the same as an in-house paraplanner would, just without the hiring, training and backlog that comes with building that capacity yourself.

It also isn't a replacement for advice judgement. The adviser still owns the strategy and the client relationship. We own getting the document that reflects it back to you properly, and quickly.

The kind of backlog this is built for

Most practices feel this the same way: the gap between a client meeting and a signed SOA grows every time someone's away, every busy season, every time the paraplanner is also doing something else that week. It shows up as advisers avoiding meetings they don't have capacity to follow up on, or as that uncomfortable "it's still with paraplanning" answer when a client asks where things are up to.

If SOA production is the thing between a good meeting and a signed client, that's exactly the gap this closes.

How it works

Send the brief, fact find and strategy, direct from XPLAN. We produce and review, on your templates or ours. It lands back in your site within days, ready for adviser sign-off.

Read more about Paraplanning, or if you're not sure how big the backlog actually is, a free Advice Tech Health Check is a plain, no-obligation read on where the time is going.