Managing paraplanning teams remotely

Team management
Self certified

Thursday 16th April 2020





A discussion about the challenges of managing a paraplanning team remotely. This was recorded during the pandemic.

Learning objectives

In this session we covered…

  • How to adopt and maintain a positive mindset in order to lead and manage successfully (it’s crucial for you to look after yourself first and foremost) looking at your circle of control and resilience
  • How to engage and communicate with your teams
  • How you can equip yourself with the tools, skills and confidence to be the best possible leader
  • How to capture the positives and key lessons from this experience, which will enhance the way you work as a leader with your team in the future.


Rachael Hurdman
Arch Inspire

Rachael has over 20 years’ experience within Financial Services working for Standard Life, AXA and Aegon. Today she works with a number of Financial Services clients supporting them to grow and develop with a key focus on developing individuals at all levels within the business. She has vast experience and expertise in building, leading and managing teams and works closely with Paraplanner teams and managers within Financial Services.

Aleks Sasin

Aleks has been paraplanning for over 10 years. When she's not writing reports, she tries to run Navigatus, a small outsourced paraplanning service, temporarily based in spare bedrooms across three counties.

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