Why Centralised Research is a Waste of Your Time!
The demands of completing Centralised Research—encompassing tasks like creating or reviewing a Centralised Investment Proposition and Platform / Provider Due Diligence - can impose a significant burden on Financial Planners.
While these components are essential for maintaining a compliant and effective practice, dedicating your time to these tasks takes you away from what you are best at. This webinar explores how to do these tasks efficiently and also why Financial Planners should reconsider reinvesting the time they spend doing them.
Hosted by Nathan Fryer in place of Sian Davies Cole
Sian joined outsourced Paraplanning business, Plan Works, in 2020 and is a co-owner, co-director and a fundamental part of their paraplanning team. She has been in the profession since 2006, achieving the level 4 and level 6 diplomas with the London Institute of Banking & Finance (LIBF) and more recently achieved Certified Financial Planner (CFP) certification.
She believes that paraplanning works best as a collaboration between Financial Planner and Paraplanner and having a strong awareness of the skills and personalities involved in both roles is key. This along with a quality mix of experience and qualifications, she feels, is necessary to provide the support Financial Planners want and need.
Sian is the co-founder of The Paraplanner Club, a free to access mentoring programme for anyone who wants to be an awesome Paraplanner. She continues to offer free mentoring through this programme.
She is passionate about the client always being central to the advice and keeping them in focus to ensure the advice is in their best interests, easy for them to understand and aligned with their personal and financial goals is the key to good financial planning.
