We are delighted to announce our first Paraplanning Masterclass, hosted by Richard Etheridge.
This Masterclass is designed to share how Prestwood delivers our paraplanning service to clients, and to show practical methods and procedures in running a successful Financial Planning firm.
This qualifies for 6 hours of CPD.
Richard has been a paraplanner to Paul Etheridge for 26 years. He has developed an efficient and precise set of processes and procedures to ensure that he delivers a consistently exceptional service. Read more about Richard in Professional Paraplanner magazine.
Who Should Attend?
The Masterclass is suitable for anyone who is new to paraplanning or those who have been in the role for some time and are looking to get new ideas or break ‘bad habits’, as well as Paraplanners looking to introduce new practice management techniques.
It is also suitable for Financial Planners looking to recruit a Paraplanner or those with a Paraplanner wanting to enhance the client service aspect of their firm.
When & Where?
This event will take place on Thursday 26th February 2015 at Beauchamp House, Prestwood, Stourbridge, West Midlands, DY7 5AF.
Please arrive at 9.30am for a 10.00am start. The event will finish at 4.00pm. Please dress for comfort.
A buffet lunch and refreshments will be provided – please inform Prestwood of any special dietary requirements.
Agenda
Overview Of Seminar Content:
- Basic concept of paraplanning
- Recommended Business Model
- The Prestwood System for profitable Financial Planning
- What is a Paraplanner?
What A Paraplanner Does:
- The Prestwood Paraplanning Process
- Systems and procedures
- Prospective new clients
- Established clients
- Preparing Financial Plans
- Client servicing work
- Office management
What A Paraplanner Needs:
- An orderly and structured ‘culture’
- Systems and procedures
Recruiting A Paraplanner:
- Options
- Qualifications
Training A Paraplanner:
- Use of software
- Compliance issues
- Reviewing performance
First Meetings With Prospective New Clients:
- To discuss matters relating to the preparation for the first meeting with a prospective new client.
Planning Meetings With Established Clients:
- To discuss matters relating to the preparation of planning meetings with established clients.
Challenges/Problems:
- To discuss any challenges and/or problems faced by delegates.
Cost
This event will be charged at £125 + VAT for Prestwood / Truth users. Otherwise, it will be £150 + VAT. This is payable in advance.
Please contact us if you would like to secure your place, or have any questions.
