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Commonwealth Monetary Community introduced Monday the launch of a digital paraplanning program that connects monetary advisors with credentialed monetary planning professionals who’re coached to work in a digital setting.
Collaborating advisors are matched with two digital paraplanners who act as an “extension of their agency.” The paraplanners will assist monetary advisors broaden capability and experience whereas constructing efficiencies and scale with out extra employees, in line with the announcement.
The paraplanners are drawn from Commonwealth’s wealth administration crew and “seamlessly combine into current processes and help advisors with monetary plans.” They’ll additionally draw on Commonwealth’s in-house experience, making certain “complete and well timed protection for the advisory practices they assist.”
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