Following the success of Richard Etheridge’s first Paraplanning Masterclass, we have announced several more. Don’t miss your chance to attend this valuable event!
Many thanks to all those who attended the first session. Here’s what the delegates said about it:
“Fantastic. Refreshing. Across the board the masterclass is priceless. Proven, simple, effective. Huge eye opener…” Nick Holloway, The Winchester Consultancy
“Great to hear paraplanning does not need to be stressful with the right processes.” Adam Piplica, Beaufort Financial Planning
“Very well delivered and not too technical in depth. Making the content easy to follow and understand.” Lisa Burke, Essential Money
Next events:
- 30th April – Places available (accurate on date of publication)
- 28th May – Sold out
- 25th June – Places available (accurate on date of publication)
If you’d like to book (a) place(s), please contact us as soon as possible to avoid disappointment.
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.
