Scale Up Practice Solutions

We pioneered the concept of delivering SoA's within 5-7 business days. Shortening the time between fact-find and advice presentation means the business gets cashflow in the door more quickly.

Costs too high? Service levels taking weeks to get paraplanning work completed? Not growing? We provide admin and paraplanning support offshore so that you scale your business and focus on much more high value work. #scaleup #admin #paraplanning #support #offshore #outsourcing

This survey is produced annually by the IMD Institute for Management Development. Six out of the world's most competitive economies are in Europe. Singapore is in top position, Switzerland is second, HK is fifth and Sweden is sixth. Amongst these, Sweden is the highest taxed country, but this is set off by a high level of social equality and hence high level of social stability, both of which help efficiency. Australia is 13th.

Always great to receive feedback like this from new clients. If you are looking for an easier way with less hassle to get advice to your clients, let me know. We have capacity and are ready to assist. Thanks to Matthew McCabe and the team Newcastle Advisors

I think we may be headed towards an economy of assistants! We have been saying this for some time now at Scale Up Paraplanning and Scale Up Practice Solutions. The fact that we're at a point where a model can reason with voice, can identify breathing, gender and emotion with voice, and have a model that can modify it's own output voice is INSANE. For context, open source is nowhere close to this level of capability. You currently need different utilities to do this, and it does not work as seamlessly and as well as the demos. This makes making assistants significantly easier. This is a really good step in the right direction for AGI. The impact on financial planning specifically - you may have AI assistants running your back office. You'll have access to GPT-4o on the free plan. Thoughts? Joel Ronchi Anthony Lyon Clayton Daniel Francois du Toit CFP® Adam Carolan Rohan Sivajoti

How many of us feel we don't have enough time? It's been easier than ever to work from anywhere.

We have been hearing that the UK tech stack is bit of a struggle to navigate and isn't quite working for your financial planning business. So, your AUS-based 'counterparts' (now very much friends!), have decided to travel the long journey to offer some support. Scale Up Paraplanning are now also Scale Up Practice Solutions in the UK. We look forward to offering some of our tech consulting around automation, processes, workflows and templates along with our UK qualified outsourced paraplanning services. Katie Cirjak Alex G. #scaleup #uk #financialadvice #tech