Engaging with an outsourced Paraplanning service provider required a commitment from both parties to make the relationship worthwhile.  You need to see each other as a business partner and stakeholder in each other’s success.  Allison and her team at PWM took the time to understand our unique business needs and to work with us in developing a strong and mutually beneficial service offering that enables us to outsource a large portion of our advice document preparation.  This enables us to grow our business and service more clients without the need to put on more staff.  Working with PWM, we are able to manage the ebbs and flows of our business activity while still ensuring quality advice documents are prepared within a consistent timeframe. The team is always willing to take feedback and looking for ways to improve to best align with our needs and the changes occurring in the advice industry.