Elevating Your Business

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Building Success Since 2002

Paragon Planners continues to stand above the rest in the financial wholesaling and financial advisor industry. We provide business and territory management solutions to exclusively fit your individual goals. We understand your needs and time constraints as a wholesaler or advisor within the financial industry – as close as it comes without carrying the bag! We are prepared to earn the position of a trusted member of your team.


Scheduling and Appointment Setting

Get in front of and stay in front of key advisors. Increase number of meetings with clients, increase brand exposure through volume of outbound calls, penetrate your territory and find new producers, concentrate and streamline travel to reduce costs and improve efficiency. We work across all channels, all time zones, and with all products. Build stronger relationships with clients by adding one more point of contact and personality to the team.

Marketing and Client Retention

We customize our marketing services based on your needs. Our programs and ideas are generated from Gift-ology by John Ruhlin, “The Art and Science of Using Gifts to Cut Through the Noise, Increase Referrals, and Strengthen Client Retention.”  We use marketing strategies to acquire clients on your behalf, and those strategies keep them engaged.  The end goal is about creating a true relationship and loyalty with your clients, so they come back again and again.


Confidentiality and Compliance

Confidentiality and compliance is of the utmost importance. The Financial Services industry is heavily regulated by the Security & Exchange Commission and FINRA. We have employee policies in place to meet compliance standards to protect client confidentiality and meet communications regulations. Our employees work in an administrative capacity, and they are not licensed to discuss investment products.

Making an Impact Across your Market!

Whether you are new to your territory or practice, gaining momentum or running full-stride, we have a service for you!

Paragon Planners specializes in appointment setting, territory management, event planning, marketing, virtual assistants and sales support for professionals in the financial industry.

Industry Leader 17 Years In a Row

When we formed Paragon Planners in 2002, we saw success comes through teamwork. We put people first, and it has paid off. The Paragon Team is amazing. The team has developed our services based on each new client’s needs, created a Scheduling 101 Training Program like no other in the industry, established Paragon as a responsive partner, and put into practice the values, dedication, understanding and action to reach our clients’ goals. We track our success, and our results speak for themselves. We are rocking the financial world as a force, creating success at every turn. This amazing team of driven people bring their best every day and referrals keep rolling in… Welcome to Paragon Planners, please take a look around and meet the team!

-Cheryl & Trina

Who We Are


Hundreds of Satisfied Clients

“Using Paragon’s scheduling services has made me way more efficient! Sharon consistently fills my calendar, allowing me to maximize my time in the field cultivating stronger relationships with my FAs!”

Jim Paxton

Regional Sales Director

“I have been working with Paragon Planners for several years now and they have been invaluable to the growth of my territory. They take the time to train their schedulers on the industry which I have found is critical to meeting the long term goals and objectives of our team. Their schedulers understand how to both effectively run a rotation and also secure quality meetings. And most important, they are flexible and listen to my needs – not just running with who’s easy to schedule, but instead with the people I determine will be the most beneficial to the growth of my business. It’s been great having a Paragon scheduler as part of my team.”

Brett Cohen


The Right Choice

Call or send us a message below to discuss how we can join your team.

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We respect your privacy and do not tolerate spam and will never sell, rent, lease or give away your information (name, address, email, etc.) to any third party. Nor will we send you unsolicited email.

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How to Reach Us

We would love to hear from you!

West Linn, OR

(877) 635-6049

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