Aegon UK’s Sarah Purves and Succession Wealth’s Ellie Welling return for a follow-up to last month’s ‘What kind of paraplanning leader will I be?’ Assembly.
Picking up where they left off in November, Sarah, Ellie and host, Richard Allum, explore a topic that every aspiring and existing leader will experience during their career: difficult conversations.
Sarah shares ideas and techniques that can help paraplanning leaders successfully prepare for and navigate discussions that you might otherwise dread.
During the second half of this episode, our guests focused on questions, ideas and topics raised by paraplanners during the first Assembly.
But whether or not you joined Sarah and Ellie last time, and haven’t had a chance to listen or watch it on catch up yet, you’re sure to gain plenty to inform your reflections on successful leadership by tuning into this discussion.
Watch or listen now
So if you’re on the lookout for an hour that’s packed with practical ideas and insights that could prove vital to your next steps in paraplanning, look no further.
