Paraplanning
Categories: Company Management
In Santa's workshop, Santa mainly works with the public. He maintains the naughty 'n' nice lists, and he delivers the gifts every year. Meanwhile, the elves are in charge of actual gift production.
Now, if Santa ran a financial planning operation instead of a toy distribution charity, the elves would end up as the paraplanners.
Paraplanners are the grunt workers of the financial planning process. They prepare paperwork and handle the back-office administrative stuff. Think: paralegal...only with financial planners. Paraplanners.
