PFS Paraplanner Event Round Up

I recently chaired two of the three Purely Paraplanning events that were hosted by the Personal Finance Society. These events were created to provide useful content to paraplanners, as well as encourage them to get together, meet their peers and share ideas.

The events were brilliant – our only wish is that we were able to get around more of the country. For all those paraplanners who were unable to make the locations this time round, rest assured we’re doing our best to cover more of the UK with each new round of events!

The sessions in London were recorded and will shortly be on the PFS website; so you can pop your feet up, grab a glass of wine and watch them online… almost as good as being at the live event!

I thought I’d quickly summarise some of my personal highlights from the conferences too:

• The panel session was brilliant. Three brave paraplanners volunteered to share their experience to date and take questions from the floor. Their willingness to do this and share all their best practice and hints and tips was reflective of how supportive the paraplanning community is overall.
• Dan Atkinson telling us that people confuse his job title for a Power Ranger…
• John Wooley from Technical Connection giving us a thorough, mind boggling, technical update. There is so much info to take in but I do love these sessions to help consolidate all the new rules in my mind.
• Having paraplanners tell me that they feel inspired to get more involved in their community and to reach out to other paraplanners.
• Paul Archer explaining about different communication styles, how to work out another persons communication method and how to then interact with them in the best possible way.
• Rory Percival confirming what we always knew to be true – that the FCA love paraplanners!
• Having the winning entry of “Describe a paraplanner in one word” be… Superhero.

There is a new round of Purely Paraplanning conferences later this year, with fresh, new content so keep an eye out for those. If you have any thoughts on what content would really help you as a paraplanner, do please drop me a line so I can feed this back to our panel and make sure these events are as perfect for paraplanners as they can be!

Look forward to meeting even more of you at future events.
Keep on being Paraplanning Superheroes!


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