The Self-Assembly Paraplanning Show Titelbild

The Self-Assembly Paraplanning Show

The Self-Assembly Paraplanning Show

Jetzt kostenlos hören, ohne Abo

Details anzeigen
We got together online at 1pm on Wed 17 June 2026 for The Self-Assembly Paraplanning Show.Why 'Self-Assembly'? Because host Sam Tonks and guests Alan Gow, Jackie Manning and Kimberley Malin started out with four talking points to cover in one lunch-hour. The topics were– how the paraplanning year has gone so far– what's coming up for paraplanners– what could be a thing but isn't yet, and– what events and resources they're recommending right nowThe result is a wide-ranging conversation that takes in mixed feelings about AI (it's handy for handover emails, but when it's confidently wrong..?), chat about rising role of annuities and gifting from excess income, plus questions about the decline of cash, what advice might look like in the future if so-called 'finfluencers' are allowed to continue to 'finfluence'.Fancy tuning in? Then listen now.Useful linksThere were loads of useful links shared of the course of the lunch hour. Here are the ones we managed to note down.Watch the Replay in Crowdcast (includes chat)Find out more about the PFS Paraplanning PanelPFS Paraplanning resourcesPFS Festival of Financial PlanningCISI Paraplanner Interest GroupEstate Research: Good webinars and resourcesM&G Trusts SchoolProfessional Paraplanner Technical Insight SeminarsThe Financial Planning ClubKings College London: Consumer Duty in the Age of AI & SustainabilityWhat If?... A Guide To Working Smart & Building Your Own Path In ParaplanningSign up for the Lang Cat newsletterSquiggly CareersOpen AI AcademyThink Fast, Talk Smart: The PodcastPodcasts from Adam GrantThe Private Eye podcastBooks from Freida Mcfadden Hosted on Acast. See acast.com/privacy for more information.
adbl_web_anon_alc_button_suppression_t1
Noch keine Rezensionen vorhanden