Nov 13 2024 86 mins
This online Assembly focusing on professional development would not be possible without the generous support of Aegon UK. Thanks to the team at Aegon for supporting this week’s event – and for supporting the development of paraplanners and paraplanning in the UK through their support of the Paraplanners’ Assembly.
---
Perhaps you’ve been thinking about stepping into a leadership role in paraplanning. Or you’re already managing others and want to build your skills. Either way, this specially extended Assembly is for you.
Why?
Over 90 minutes, Aegon UK’s learning and organisational consultant, Sarah Purves, and Succession Wealth’s recently appointed paraplanning team leader, Ellie Welling, joined host, Richard Allum, to explore the paraplanning leadership and how you can make the step into that role with confidence
Throughout the Assembly, Sarah invited Ellie and Richard (and the Chat) to try out a series of exercises to help you:
- identify the paraplanning leadership qualities you already have (you might be surprised)
- discover your natural management style by learning from what’s worked (and what hasn’t) with your own managers
- get better at those tricky conversations that come with leading others
- build a practical toolkit you can use straight away to have more impact in your role
Plus Ellie and Richard shared their own experience of moving into leadership roles – what they’ve learned, what they wish they’d known, and how they have developed their own approach to managing a team.
It’s an Assembly that’s specially designed so you can:
- reflect on the challenges of leadership without
- learn from the experience of others at different stages of their career
- gain practical tips you can actually use right away
- work out if leadership is right for you and what it could look like
- ask questions you’ve always wanted to ask about managing others
Tune in now
There’s no magic formula for becoming a leader. But there are tools and techniques that really work. No matter whether you’re a freshly minted paraplanning leader or have many years’ experience behind you, there are bound to be ideas and insights in this conversation that will help you.
Useful links
There are loads of links from this Assembly and we’ve listed them below. Most important though: make sure to grab your CPD certificate for watching or listening to this Assembly. Follow the first link in the list,
Slides
Sarah's slides: What kind of paraplanning leader could I be? (downloads a PDF)
Sarah’s slides mention lots of recommended books, courses, talks and listens. You'll find links to them all (plus every other conceivable link for this Assembly) at the event page. (Scroll all the way down and you'll spot the list.)
Watch this Assembly
If you'd like, you can watch the Replay on Crowdcast (includes the Chat) or view the video on Vimeo too.
Hosted on Acast. See acast.com/privacy for more information.