The Findings
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Crafting a more strategic path for Paraplanners to survive
Expert: Rob Tedder, Account Manager UK, Conquest Planner
23 May 2024
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Delivering good retirement outcomes in a challenging climate
Expert: Lesley Whyte, Head of Strategic Partnerships, Standard Life UK
23 May 2024
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How paraplanners are going beyond the call of the consumer duty
Expert: Farzana Khalil, Director Consultant, Solve Facilitator: Leigh Fisher, Head of Business Development, EMEA, Door
23 May 2024
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How technology should be used to ensure that data from fact finds and analysis can be used as evidence to prove good outcomes
Expert: Rob Tedder, Account Manager UK, Conquest Planner
23 May 2024
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How to be more strategically involved with your financial planners
Expert: Katherine Harvey, Head of Progress, Melo
23 May 2024