Would you trust a fun fact you can’t find in black and white?
That’s just one of the questions rattling around in this episode – the first-ever podcast-only instalment of the Self-Assembly Paraplanning Show. It’s a regular, unscripted conversation where a small group of paraplanners compare notes on what’s actually happening in their world.
This episode’s host Sam Tonks, is joined by Julie South, who runs outsourced paraplanning business, Bee Paraplanning, and Steven McBurnie, a Senior Associate at RBC Brewin Dolphin and is currently on the pathway to becoming client-facing.
Across the hour they cover:
- when is a ‘fun fact’ actually ‘fact’? How do you know and why does it matter?
- CPD opportunities hiding in plain sight – why “research before a case” counts as CPD
- AI in paraplanning – where it genuinely helps (source-checking, drafting) and why it hasn’t replaced the trust between adviser and paraplanner
- GP records, data silos, and why medical underwriting keeps stalling protection cases, and the wider frustration of providers who won’t pick up the phone
- smart glasses, meeting recording, and where data collection starts to feel like too much
- clients turning up to meetings having already run their suitability report through ChatGPT or Copilot
The episode wraps up with events for your diary and some very unfinancial recommendations for the Summer holidays.
