Elevating Your Business
Force Multiplier
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 clients. Increase number of meetings, increase brand exposure through volume of outbound calls, penetrate your region and meet new clients, 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 by adding one more point of contact and personality to the team.
Client Acquisition and Retention
We customize our 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, so they come back again and again.
Confidentiality and Compliance
Confidentiality and compliance is of the utmost importance. We have employee policies in place to meet the SEC and FINRA compliance regulations. Our employees work in an administrative capacity, and they are not licensed to discuss investment products. We have been working with compliance departments for years, and we can make this easy.
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, event planning, marketing, virtual assistants, territory management, and sales support for professionals in the financial industry.
Industry Leader 22 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 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!”
“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.”
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
97068
(877) 635-6049