Paraplanners, plan drafters, meeting prep, post-meeting follow-up, and CRM hygiene. Embedded in your advisor calendar within thirty days. Measured against advisor-capacity utilisation and net new AUM per advisor.
In a typical lead-advisor practice, eleven hours a week disappear into plan drafting, post-meeting follow-up, and CRM hygiene that should have been off the advisor’s plate years earlier. The capacity ceiling is rarely market demand. It is the calendar.
Hiring junior advisors solves the problem at five years and a six-figure cost per seat. A paraplanner layer staffed under a managed-services entity solves it at thirty days.
Famaash deploys credentialed paraplanners and meeting-prep operators directly into your CRM and calendar, returning advisor hours to client-facing work.
Paraplanning, meeting prep, post-meeting follow-up, and CRM hygiene, staffed by credentialed operators working in your systems.
Financial-plan drafting, retirement projections, tax-aware withdrawal modelling, and estate-document mapping aligned to your planning software.
Pre-meeting briefs, household summary, agenda drafting, and presentation pack assembly inside your CRM workflow.
Action-item tracking, document requests, scheduling next steps, and beneficiary or account-update operations.
Contact data integrity, household-link maintenance, opportunity stage discipline, and quarterly CRM audits.
A four-question audit benchmarked against the Famaash anchor engagement. Numbers in your inbox the same day.