This is the full webinar discussion of 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.
In the webinar, Sian Davies Cole, director of Plan Works, Alan Gow, director of Argonaut Paraplanning, Jamie Drewett, Head of Intermediary Sales, Scottish Widows and Rob Kingsbury, editor of Professional Paraplanner, discuss four key themes from the report.
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?
This is the full-length version of the discussion, lasting approximately 1 hour 20 minutes. We have also published the four themed sections individually, for those who want to focus on a particular theme. The individual sections can be found on the professional Paraplanner website.
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.
