Alex Hopkin's guest appearances

Alex Hopkin

XYPN Radio

Financial Advisor Success

Achieving Balance Audio Book

Michael Kitces

Alan Moore

Dan Moisand

Danna Jacobs

Sara Stanich

Zach Teutsch

Jake Kuebler

Mitch Anthony

George Kinder

Jude Boudreaux

Taylor Schulte

Jeff Rose

Sophia Bera

Kristin Harad

Carl Richards

OwlTail

Alex Hopkin is the founder of Simply Paraplanner, a job board and training portal for U.S.-based virtual paraplanners. Simply Paraplanner is not just a way for paraplanners and firms to connect, but the platform also supports the ongoing evolution of paraplanning from an entry-level support role into a dedicated career path. In this episode, Alex shares why she created Simply Paraplanner, what paraplanners really do in an advisory firm to make it more efficient, and the best way to divvy up tasks between a paraplanner and an advisor. She’ll also discuss how the internal process of creating a financial plan needs to change when a paraplanner is crafting the plan but a lead advisor is actually executing it, and how the technical demands of the paraplanner role have changed to the point where traditional certifications are no longer sufficient to be successful as a professional paraplanner. For show notes and more visit: https://www.kitces.com/212

Alex Hopkin is the founder of Simply Paraplanner, a job board and training portal for U.S.-based virtual paraplanners. Simply Paraplanner is not just a way for paraplanners and firms to connect, but the platform also supports the ongoing evolution of paraplanning from an entry-level support role into a dedicated career path. In this episode, Alex shares why she created Simply Paraplanner, what paraplanners really do in an advisory firm to make it more efficient, and the best way to divvy up tasks between a paraplanner and an advisor. She’ll also discuss how the internal process of creating a financial plan needs to change when a paraplanner is crafting the plan but a lead advisor is actually executing it, and how the technical demands of the paraplanner role have changed to the point where traditional certifications are no longer sufficient to be successful as a professional paraplanner. For show notes and more visit: <a href="https://www.kitces.com/212" rel="nofollow" target="_blank">https://www.kitces.com/212</a>

Ep 212: The Professional Paraplanner As (Virtual) Support And A Career Path Unto Itself with Alex Hopkin

Today's guest is Alex Hopkin of Simply Paraplanner. ​ Alex Hopkin, AFC®, CFP®, is the founder of Simply Paraplanner, a job board website connecting financial planning firms with virtual paraplanners across the country. Alex is on a mission to improve employment within the financial planning industry, guiding financial advisors to make smarter, more profitable hiring decisions, and providing paraplanners with the tools to create the environment that fits their lifestyle.   In this episode we discuss: ​  What paraplanning is   How paraplanning can help financial advisors to be more productive   The keys to outsourcing    Greatest hurdles to using virtual paraplanners   How your practice will benefit and scale your practice   ...and much more   ​ ​ You can check out Alex's website at https://simplyparaplanner.com/

Today's guest is Alex Hopkin of Simply Paraplanner. ​ Alex Hopkin, AFC®, CFP®, is the founder of Simply Paraplanner, a job board website connecting financial planning firms with virtual paraplanners across the country. Alex is on a mission to improve employment within the financial planning industry, guiding financial advisors to make smarter, more profitable hiring decisions, and providing paraplanners with the tools to create the environment that fits their lifestyle. In this episode we discuss: ​ <ul><li> What paraplanning is </li> <li> How paraplanning can help financial advisors to be more productive </li> <li> The keys to outsourcing  </li> <li> Greatest hurdles to using virtual paraplanners </li> <li> How your practice will benefit and scale your practice </li> <li> ...and much more </li> </ul> ​ ​ You can check out Alex's website at <a>https://simplyparaplanner.com/</a>

Alex Hopkin on Improving Productivity with a Paraplanner

What would you be able to do if you continued to persevere in order to achieve your dreams? Learn how Alex Hopkin took advantage of opportunities in order to grow her career.   You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/123

What would you be able to do if you continued to persevere in order to achieve your dreams? Learn how Alex Hopkin took advantage of opportunities in order to grow her career. You can find show notes and more information by clicking here: <a href="http://www.xyplanningnetwork.com/123" rel="nofollow" target="_blank">http://www.xyplanningnetwork.com/123</a>

Ep #123:  Building a Virtual Paraplanning Business - The Career of Alex Hopkin