Whether your firm is already using AI or still weighing up the possibilities, our Team Leader event on 12 November in London will feature an honest discussion led by paraplanners and financial professionals on all things AI within paraplanning.
With just one month to go until our Team Leader event on 12 November, now is the time for team leaders to block out their diary and join us for a day of practical learning and peer-to-peer discussion.
AI is a topic we’ve increasingly been asked to cover at Professional Paraplanner events, so we’re delighted to be bringing the discussion to this year’s Team Leader Event.
Rather than hearing from technology providers, this session will bring together paraplanners and financial professionals to share their perspectives on AI.
The discussion will offer delegates the chance to hear how firms have approached or are approaching AI and explore some of the questions that still need answering.
Alongside a programme focused on leadership, attendees will have the chance to connect with peers from across the profession and share experiences.
Whether you’re an experienced team leader or relatively new to the role, the event promises actionable takeaways that you can bring back to your team and put into practice straight away.
What’s on the programme?
A flavour of some of the sessions being delivered:
- Explore leadership through symbolic actions.
- How to create psychological safety within teams.
- Look at why people with the best intentions can become divided despite working towards the same objective.
- Discuss how a coaching culture can support development and engagement.
- Think about the transition from colleague to leader.
- Join our panel discussion on AI and its role within paraplanning teams.
We’ll also have the opportunity to work in smaller groups during our ever-popular peer-to-peer sessions, giving delegates the chance to discuss common challenges and learn from one another.
Places are limited, so if you haven’t registered yet, now is the time.
Register for the Professional Paraplanner Team Leader Event
Date: Thursday 12 November
Timings: 08:30 for a 09:00 start, approximately 15:45 finish
Refreshments and lunch provided – just bring yourselves!
This event is kindly hosted by Fidelity Adviser Solutions at their offices in Cannon Street, London.
Main image: AI, advice, immo-wegmann-CSb9Ehxb65A-unsplash
