Outsourced paraplanning

Intermediate
Outsourced paraplanning
Self certified
Video
Date:

Thursday 22nd December 2022

Location:

Online

Duration

1 HRS

A panel discuss setting up and running an outsourced paraplanning business. They share their experience, top tips, and cover the main points and issues that arise from outsourced paraplanning, such as:

Learning objectives

In this session we covered…

  • Things you need to think about before setting up your own business
  • What it really is like to run an outsourced paraplanning business
  • How to work on your own and not go mad!
  • Staying on top of CPD

Speakers

1
Ashley Wiltshire
Wiltshire Paraplanning

Owner and Paraplanner at Wiltshire Paraplanning (and recently met Andrew Lincoln)

1
Nathan Fryer
Plan Works

Director of Plan Works

1
Kate Banham
KB Paraplanning Services

Founder of KB Paraplanning Services (and working remotely from her office in Canada)

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