Make this the year your plans become a reality
We all start the new year with good intentions. Plans for your own development, for your team, for your processes and maybe for the business as a whole.
Then the day job kicks in and cases need turning around, advisers need answers and the things that could make life easier get pushed to next week and then the week after.
So how do you keep the day-to-day running while still making progress on the plans you set out to deliver?
It is possible to do both.
Join us from 11am on Wednesday 13 January for a day that’s all about making that happen.
A day for paraplanning team leaders and managers
Join us at Aegon’s London London offices on 13 January from 11am to 4pm for a day designed for people who lead paraplanning teams. Lunch is included.
We’ll be joined by two experts. Sarah Purves from Aegon’s learning and development team and Becca Timmins from When We Think. Becca is a former paraplanner and head of operations who now works with leaders to find better ways to do things. Many of you will already know her from the Paraplanners’ Assembly paraplanning leaders group.
What makes this day different?
Part of the agenda is shaped by you. Once you’ve booked your ticket, we’ll be in touch to ask which topics are on your mind and we’ll build some of the day around the answers.
We’ll spend the day on two things:
- Managing your workload: practical ways to keep the day-to-day under congrol so it doesn’t crowd out everything else
- Building habits that last: making room for your personal, professional and paraplanning projects so your plans keep moving well past January
In the second part of the day, the floor is yours. You’ll have time to talk through the topics you’ve raised with other team leaders and managers and hear how they’re tackling problems like the ones you face.
What will you take away?
By the end of the day, you will:
- Develop practical approaches to managing your workload that you can put to work the very next day
- Build habits to help your plans stick: for you, your team and your processes
- Get answers to your own questions: from peers who’ve faced similar challenges and from the experts in the room
- Hear fresh perspectives: from spending a day with other people who lead paraplanning teams
- Leave with a clearer plan for the year and a better chance of seeing it through
Ready to make this year’s plans stick?
If you lead a paraplanning team and want to start the year with the tools and techniques you need to make your plans a reality, this day is for you.
Places are limited (to 14). Save your spot now.
