Reports, reports, reports

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

Managing vulnerable clients with Just

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

FE Analytics the second instalment

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