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Qualities required of an outsourced paraplanner

26 April 2018

In this video, Rebecca Lucas, founder and director of Lime Outsourced Paraplanning, talks about the qualities she feels are needed for anyone looking to set up an outsourced paraplanning business.

Rebecca recently celebrated the fifth anniversary of Lime. You can read her story in the Paraplanner Profile in the May 2018 issue of Professional Paraplanner, where she talks about setting up the business and the challenges she has faced over the past five years.

See also the accompanying video (to be posted Friday 27 April) in which Rebecca talks about her systems, software and the technology she can’t do without.