Octo Blast: Cathi Harrison on the evolution of paraplanning

Octo Members
4 June 2019
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A medium, 10 minute watch.

In Octo’s video series, Octo Blast, Cathi Harrison talks Lee Robertson through The Verve Group, and it’s three constituent companies: ApricityPara-Sols, and The Art of Finance.

The companies all support financial advisers. Para-Sols is the paraplanning side of things and, if as an adviser you would rather not deal with the “recruiting, training, and retaining” of paraplanners, Cathi says it is effective as a flexible resource.

How do you organise your paraplanning services: in-house or outsourced? What’s your experience of this choice?

Cathi describes how, in earlier times, paraplanning used to be a route to becoming an adviser, but now is a career stopover in its own right.

She moves on to Apricity, which aims to deal with “the dreaded compliance thing”, and support frustrated advisers with a service essential to de-risking firms and giving them peace of mind.  Do you find compliance a head-ache?

Her final business, The Art of Finance, aims to train the paraplanners of tomorrow – graduates!

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