The Paraplanners

IFP Paraplanner Conference Thu 26 Apr 2012

The second IFP Paraplanner Conference takes place on 24 May. As one of the only events designed exclusively for paraplanners, it's a great opportunity to catch up on the latest developments and share ideas and concerns for the profession.  

Along with my Paraplan Plus colleague, Kim BendallClaire Goodwin from the Taylor Oliver Partnership and Jane Holt from Mackenzie Financial Planning, I'll be taking part in one of the panel discussions - perspectives on in-house and outsourced paraplanning.  

With points of view from both sides, in-house and outsourced, we'll look at the day-to-day practicalities, the opportunities and the challenges. 

And now to my point. Whether you plan to be at the conference or not, I'd like to invite you to contribute to the discussion through this short survey. We're interested in gauging paraplanner sentiment and most importantly, making sure the discussion at the IFP Paraplanner Conference is relevant to the paraplanning profession as a whole. No promises, but between us we'll try to address as many points as possible. 

 

For those that can't make the conference, I'll write a short post here summing up this discussion.

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