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Handing On The Baton

24 February 2023

Are you part of the FINANCIAL PLANNING holy trinity?

No, not the Father, The Son, or the Holy Spirit. I mean the Planner, Paraplanner, and Administrator.

It’s the three-piece combo that’s evolved over time because each of those three roles required a very different skillset.

  • Planner – Human, personable, persuasive.
  • Paraplanner – Technical, analytical, mathematical.
  • Administrator – Organised, efficient, methodical.

And so it evolved, and most financial planning businesses structure their workflow according to these roles.

  • If it’s face-to-face with the client – Planner
  • If it needs a technical report – Paraplanner
  • If it’s paperwork – Administrator

But where this falls down is where the workflow function doesn’t fit with the skill set.

Sometimes there’s stuff that gets done in the meeting room that the planner isn’t the best person to do.

And there’s some stuff that happens in a report that a paraplanner shouldn’t be making the call on.

Sometimes, the lead singer has to pick up the guitar.

Sometimes the drummer steps up to the microphone.

If they did that all the time, then it would sound awful.

But on occasion, in the right moment, it creates something even more beautiful. – Software, Training & Business Services for Financial Planners.


  • End-to-End Lifestyle Financial Planning Process & Software
  • Full Financial Planner Back Office System
  • Coaching for Financial Planners


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