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Latest Development - Paraplanner Pointers

  • Don’t just give clients a great service, Wow them!

    11 December 2015

    In this Pointers we report from Michelle Hoskin’s recent WOW! Workshop, in which the business consultant provided key pointers for helping a business to not just give its clients a great service but to Wow them. Michelle Hoskin’s WOW! Workshops are aimed at helping financial planning firms to take their business culture and their client...

  • CGT calculators

    12 November 2015

    Numerous platforms offer CGT calculators but be wary of relying on them, warns Kim Bendall, director of The Paraplanners  When you’re looking to sell down a client’s assets maybe from a general investment account (GIA) to meet a particular objective, or to generate income or as part of a portfolio rebalancing exercise, and you...

  • Professional Development

    How to use the VLOOKUP function in Excel

    1 October 2015

    Time is precious. Wouldn’t it be great if you could save yourself some manual work by learning a bit more about how Excel can work for you?

  • Snipping tools in Windows and Mac OS

    11 September 2015

    A simple but effective tool for paraplanners who need to copy and paste charts and graphics into client suitability reports and other documents, is the Microsoft Snipping Tool. Highlighted in the Technical session at last year’s National Powwow by Joanna Hague of Investment for Life, it’s a tool that a lot of paraplanners have found...

  • Speed up your suitability report writing.

    30 July 2015

    Constructing suitability reports, when paraplanners have to open up different templates and dip in and out of them, or download a full template and delete the paragraphs that are not applicable to the individual client, can not only fill their screen with word documents, risking confusion or the wrong text being used, but also...

  • Report Writing Tips

    27 July 2015

    We’re always asked for tips on report writing. It is clear from the discussions at the paraplanner powwows just how many different ways there are to tackle report writing. We asked one in-house and one outsourced paraplanner to outline how they initiate their report writing and for any tips they had to share

  • Workflow organising software – Trello

    20 July 2015

    This feature Elsa Ordonez-Garcia, paraplanner for Vizion Wealth talks about the workflow organising software, Trello Elsa Ordonez-Garcia has been using Trello since last summer and now swears by it as an organiser for her day-to-day ‘To Do’ lists, as well as project management.

  • Task Management Systems – Kanban

    13 July 2015

    Does it feel like you’re forever spinning plates – doing a lot but getting nowhere fast? Jo Hague, paraplanner at Investment for Life, looks at Kanban, a task managing system, she says, that has revolutionised the way the firm works. The end of one tax year and the start of another highlights a time...