This webinar is a discussion of one of the key themes arising from the in-depth research into the paraplanner market undertaken by Research in Finance, the publishers of Professional Paraplanner, on behalf of Scottish Widows.
The research followed on from the Paraplanner Report 2022, also commissioned by Scottish Widows (then Embark). This year’s research and report, entitled The Connected Paraplanner, is focussed on both where the market is now and what changes have been seen since last year
The theme discussed here is: How do paraplanners feel about platform engagement?
Taking part in the webinar are:
Siân Davies Cole, director of Plan Works
Alan Gow, director of Argonaut Paraplanning
Jamie Drewett, Head of Intermediary Sales, Scottish Widows
Rob Kingsbury, editor of Professional Paraplanner.
The four themes from this year’s discussion are:
1. Paraplanners as a key value driver within advice firm.
2. What do paraplanners want from their tech?
3. Challenges and opportunities highlighted by the survey
4. How do paraplanners feel about platform engagement?
The full report, The Connected Paraplanner, can be downloaded from the Scottish Widows website HERE.
The discussion of the 2022 Report can be found HERE.
