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

1
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.

1
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.

1
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.

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