Organisers of next week’s CISI Paraplanner Conference have revealed they are expecting “close to 100” attendees.

It has been encouraging recently to read about the increasing numbers of Financial Planners and Paraplanners completing their Level 6 (and higher) qualifications.

It seems natural to write about the tax year end and ‘ISA season’ at this time of year.

For 2019 I’ve started incorporating a little of the Paraplanner Powwow essence in our team meetings. At the Powwows, people who work on their own or in a small team can learn from others. It’s a sharing environment that not only wants to share good practice, but also get things fixed! A key characteristic is that when we meet up it is a ‘safe space’ where all contribute – not just the wizened owls.