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Latest Development - Paraplanner Pointers

  • Data mining

    3 August 2016

    The data visualisation session at the recent CISI conference got Dan Atkinson, senior technical consultant at EQ Investors thinking about how paraplanners could better use their firm’s data resources Some of us are more conscious than others about the quantity and quality of data that is collected about us. I collect points on my...

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  • The Pomodoro Technique – focus on the task in hand and improve personal productivity

    15 July 2016

    Rob Kingsbury looks at the Pomodoro Technique as a way to focus on the task in hand and improve personal productivity. We flagged the use of Microsoft OneNote as one of the top tips paraplanners had suggested for getting the most out of their working day. Another top tip for when the work load...

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  • Microsoft OneNote

    9 June 2016

    Recently as part of our monthly Parameters survey we asked you to tell us what had been the best tip or time saver you’d used or discovered recently. We received numerous answers suggesting a range of tips, from using advanced formulas in Excel, the ever useful snipping tool, standard headings in report writing on...

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  • What is your favourite bit of software?

    9 May 2016

    This pointers comes from the Personal Finance Society’s Purely Paraplanning conference. Richard Allum, MD of The Paraplanners, asked the panel of paraplanners what their favourite bit of software was and why. The three panelists were: Dan Atkinson, senior technician with EQ Investors; Jo Campbell, paraplanner with Para-Sols; and Elsa Ordonez Garcia, paraplanner for Vizion...

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  • Pension calculations

    5 April 2016

    Our regular feature in which we talk to paraplanners – and others – about best practice, technology and quick tips that can make doing the job faster and more efficient. This tip comes from Ross Young, paraplanner with Sanlam Wealth Planning. He outlines a free-to-use tool he uses when undertaking pensions calculations. My pointer is the savings withdrawal...

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  • Improving productivity

    4 March 2016

    Keith Boyes, paraplanner in Brewin Dolphin’s Edinburgh office, offers some practical solutions he uses when faced with work overload So you sit down, start your computer and in come a flood of emails, all urgent to someone of course. Let’s remember that pile of work in your drawer that you need to sift through...

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  • Four tips to writing reports that clients will read

    8 February 2016

    Dan Atkinson, senior technical consultant with EQ Investors, offers four tips to writing reports that clients will read One of the key skills for any Paraplanner is to write clear effective reports. What do we think about when we write a report? In this article I want to give you some practical tips that...

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  • Create your ideal week

    2 February 2016

    Pete Matthew, MD of Jacksons Wealth Management and founder of Meaningful Money, writes on his setting down his ideal week, and how it will help him meet his goals in 2016. This time of year is when many goals are set. I have recently set aside a whole day to outline my goals for...

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