Paraplanner productivity hacks

Intermediate

Best practice

Self certified

Video

Date:

Thursday 10th September 2020

Location:

Online

Duration

59 MINS

Paraplanner productivity hacks and ideas for process improvements.

Learning objectives

In this session we covered…

Managing your time and your inbox (not just hitting delete)
To do lists and prioritisation
The art of delegation
Tracking time – tools and tips
How to focus – setting yourself up for success
Procrastination: How not to!

Speakers

Caroline Singleton

Money Matters

Caroline is a Technical Specialist for North East IFA firm, Money Matters. Essex girl turned northern lass, she enjoys shopping, drinking coffee and talking all things finance.

Jackie Manning

Evelyn Partners

A regular at the Assembly, Jackie has over 12 years experience in Financial Services and has a penchant for inheritance tax planning, trusts, tax and income planning, investments, pensions and cashflow.

Aleks Sasin

Navigatus

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.