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
When Lindsey Gedge contacted us before a recent event to let us know that she has a hearing impairment, we learnt some valuable lessons on making the Powwow accessible. Lindsey kindly offered to share her thoughts on making events easier … Continued
Following the ‘This time it’s personal’ Howwow in November, we asked Chris Hindle, Director and Paraplanner at Frazer James and outsourced Paraplanner to share his thoughts. It was Chris’ first Powwow event, and our first time focussing solely on soft … Continued