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The Rise of the Paraplanner

Jun 8, 2022

When it comes to writing for a a groups of advisers, it's imperative that the Paraplanning team work together towards the common goal.
In this episode, Teresa Yardi, Paraplanner at MiQ Private Wealth shares what it is like working in a team of Paraplanners and the processes they have implemented for effective...

Aug 23, 2021

When times are tough, who are we turning to? In this episode, Emily Blanch takes us through the journey of XY Adviser and where it landed where it is today - an online community of 1000's of advisers who share, connect, learn and empathise.
Emily gives us examples of times when advisers have come together for one...

May 14, 2021

Have you ever wondered if someone has already solved the problem you are facing?
Well in this episode, prepare to have your mind blown because our mates over in the UK probably already have those answers.
In this episode, Dan takes you through a lot of the problems the UK Paraplanning community have already faced like...

Mar 17, 2021

FASEA can be seen as a bit of 'white noise' to Paraplanners but in this episode, we talk bigger picture on the long term impact of the new regulations within the financial advice industry.
The standards will see a lot of movement both from exiting advisers and new entrants to the industry which will change the demand...

Jan 6, 2021

We all know estate planning is a key component of any successful financial plan but traditionally, the only time it's really referred to in the SOA is with template text and as a bit of an afterthought in the process.

How do we have more control in this?

How do we make this step easier for the client?

In this episode,...