Paraplanners Powwow North West 2016

Evelyn Partners Offices
Wednesday, 13 July 2016
2:00 pm – 4:00 pm (UK time)

This is a third party event which may be useful for some members

What’s it all about?
Following Chatham House rules, Powwow North West adopts a round-table discussion format in which paraplanners can get together to talk about the practicalities of day to day paraplanning life.
We want to share ideas freely and promote best practice and, while we want to hear your thoughts, you can rest assured that you’re welcome to chip in as much or as little as you’d like!
Ideas for topics that will be up for discussion include:
• Sharing of ideas on processes, such as the review or research process
• What do you do that the clients love? Are your processes slick and streamlined? Or are you the bottleneck?
• Platforms and other centralised investment propositions
• Exam preparation, qualification routes and study tips
Spaces for this event are running out fast so please register now by clicking here.

Venue
  • Evelyn Partners Offices
  • Liver Building, Pier Head
  • Liverpool
  • L3 1NY
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