Every time we run a survey with Powwow-ers, reports comes out towards the top of Paraplanners’ list of ‘things they want to learn more of’. Over the years, we’ve run a number of different events – live and online – … Continued
Do you have a vulnerable clients policy? Is it a check box exercise or build into your culture? On 29th April, we were joined by Martin Lines Business Development Director of Just to explore the tools available to help Paraplanners … Continued
Calling all paraplanner leaders or paraplanner team managers! On 16th April, we were joined by leadership coach and consultant, Rachael Hurdman of Arch inspire and Aleks Sasin, Founder and Chief Paraplanner of Navigatus to share ideas on leading, managing and inspiring … Continued
Top writing tips from the people at Quietroom that Paraplanners can use to improve their reports and make complex financial matters easier to understand for clients.
Over the moon doesn’t begin to describe it, when Edward Bateman from FE analytics kindly agreed to pop back for a second interactive session on the tool. What there was one before this one!? Yep, and you can watch the … Continued
Following the ‘This time it’s personal’ Howwow in November, our lead guru, Rachael Hurdman of Arch inspire, summarises the key points in this blog post. If you were one of the lucky few to come along, it will serve as … Continued