Every advice business reaches a point where doing everything in-house starts to slow progress.
When Statements of Advice begin stacking up, and compliance feels like a full-time job, it’s time to ask a critical question: is it time to outsource our paraplanning?
Here are five signs that show your practice is ready to make the switch.
1. Your SOA Turnaround Times Are Slipping
When the advice process slows down, clients notice.
Outsourced paraplanning provides consistent turnaround windows that can scale with your workload, helping advisers meet commitments without the stress of backlogs.
2. Compliance Reviews Keep Finding Errors
Compliance accuracy is vital but time-consuming.
A professional outsourced paraplanning team has built-in review processes to ensure documents meet licensee standards and ASIC expectations.
3. You’re Spending More Time Editing Than Advising
If you or your senior team members are editing SOAs instead of meeting clients, the balance is off.
Outsourcing frees up adviser time, ensuring you focus on clients, not formatting.
4. Scaling Your Business Feels Impossible
Hiring and training new paraplanners can take months.
With an outsourced team, you gain capacity immediately — whether you need one SOA or ten — without adding overhead costs or HR complexity.
5. Your In-House Team Is Burning Out — It’s Time to Outsource Paraplanning
Long hours and competing deadlines take their toll.
An external partner provides breathing room, helping your internal staff manage priorities while maintaining consistent output quality
Bringing It All Together
By recognising these signs early, advisers can act strategically — improving service, reducing risk, and freeing more time for clients.
Partnering with an experienced team like One Degree Paraplanning allows you to maintain quality, protect compliance, and regain time for what matters most: your clients.
