A personal and business power-up for outsourced paraplanners

Are you ready to take your outsourcing game to the next level? Then join us from 10:30am on Friday 15 November 2024 for a day that’s tailor-made to inspire you to achieve your personal and professional ambitions in the world of outsourcing.

Thanks to the generous support of Assembly supporter, Aegon UK, we’ve been able to team up with coach and consultant Rachael Hurdman to create a workshop where paraplanners can gather to exchange practical insights, knowledge and experience. So whether you’re already running an outsourced business, working for one, or just thinking about it, this is your chance to:

• Get a fresh take on the outsourcing landscape
• Swap ideas with other paraplanners who really get what you do
• Leave with a solid plan you can put into action straight away

Plus, you’ll bag 5 hours of CPD.

Hosted at Aegon UK’s offices on the 26th floor of the landmark Leadenhall Building in the City of London, even the awesome views will do their bit to spark your big ideas.

It promises to be a day out of the office that could make a real difference to you and your future in outsourcing. Why not join us?

Why should you come?

The day’s content has been designed exclusively as a result of research conducted with outsourced paraplanners – plus insights gained from our regular informal outsourced Assemblies. That means we know we’ll be tackling the topics that are front-of-mind for practitioners leading or working for outsourced paraplanning businesses. It’s a tailor-made opportunity to gather with paraplanning peers where you can listen, learn and share experiences about things that really matter.

The morning sessions

Session 1: How to navigate the ups and downs of business

In this interactive session Rachael will help you to focus on how to successfully navigate and succeed through the inevitable opportunities and challenges that are part and parcel of being in business. 

Get stuck in with this hands-on session that will tackle the roller-coaster of business ups and downs head-on. Pick up practical tools to build your resilience and keep your mind sharp – stuff that’s really useful for you and your team. Learn how to stay ahead of things when the. By swapping stories and experiences with other participants, you’ll walk away from this session with simple, effective ideas to help you flourish at work.

Session 2: Make every work relationship count

Our second session in the morning is all about getting more from your work relationships – including those vital ones with clients. Designed especially for this Assembly event by Rachael, this session will help you to:

• Spot the connections that really matter – and make them even better
• Use Rachael’s tried-and-tested ‘contracting’ template to build stronger partnerships
• Set boundaries that really work for you and the people you work with
• Develop a flexible approach to being assertive when you need to be

It’s an Assembly, so roll up your sleeves for this interactive session where you’ll work in groups to try out your new skills right away.

The afternoon sessions: Group discussions

Sam Davies (In Step Paraplanning) and Richard Allum (The Paraplanners) will be joined by Rachael to help facilitate an afternoon of three x 40-minute group-based discussions in true Assembly style. The first two topics have bubbled up consistently during informal outsourced paraplanner gatherings. They are:

Efficiency boost: What can you do to squeeze that extra bit of time and attention from your practice’s workflow? What ideas, tools and techniques have worked for other outsourced businesses that might also work for you? And what wisdom can you share that might prevent a paraplanning peer from repeating a mistake you made? This session is all about efficiency: how to achieve it, how to sustain it and how to keep things fresh.

Smart growth: What does your business’s future look like? Do you want more clients? Level up the services you offer? Or something else entirely? Even if it’s all three, getting your bearings in business is an essential step before deciding on a destination and plan. This session will allow you to test your ambitions and thinking by exchanging ideas and experiences with paraplanners just like you – and those who have seen it, done it, and continue to learn from it.

The third topic? As a group, you’ll decide the third and final topic on the day, which means you already know that it’ll be a topic that really matters right now.

The wrap up

As we wrap up, Rachael will guide you through a collaborative session to consolidate your insights. You’ll have the chance to pinpoint your key takeaways and consider how to apply them in your day-to-day work.

There’ll be time to bounce ideas off your peers and ask those burning questions. Our goal? To send you back to the office feeling energised, well-informed, and equipped with practical knowledge you can use right away.

The wind down

If you have time before heading home, we’ll find a suitable venue to gather for a bit of post-workshop conversation. Perhaps even somewhere in the historic Leadenhall Market right next door!

Your Commitment Log

During the day we will share a simple and effective Commitment Log with you to encourage you to capture your key learns and take-aways from each of the sessions throughout the day. If you took part in September’s Big Day Out, the Commitment Log is the ideal tool to inform your development plans. If you didn’t take part in The Big Day Out this year, we will have copies of the development plans for you too.

The running order