Wednesday 28th April 2021
Online
1 HRS 3 MINS
Like a good research and analysis tool? Ever wondered what other people are using? Well, now is your chance to find out as our panel share what tools we like and those we don’t like.
In this session we covered…
Tools, websites and resources for:
Starting his career in financial services 20 years ago at a former building society, Andy's career has taken him via a high street bank to the independent advice sector as an advisor focussing on mortgages, to finally putting his report writing skills and technical knowledge to work as a paraplanner.
Sam is a Senior Paraplanner with Succession Wealth and the winner of the Best Paraplanner award at the Money Marketing Awards 2020. When she’s not paraplanning she’s reminiscing about mosh pits, festivals and gigs in clubs with sticky floors, whilst wondering why her hearing is not what it was.
