Aegon UK’sSarah Purves and Succession Wealth’sEllie Welling return for a follow-up to last month’s ‘What kind of paraplanning leader will I be?’ Assembly.
Picking up where they left off in November, Sarah, Ellie and host, Richard Allum, explore a topic that every aspiring and existing leader will experience during their career: difficult conversations.
Sarah shares ideas and techniques that can help paraplanning leaders successfully prepare for and navigate discussions that you might otherwise dread.
During the second half of this episode, our guests focused on questions, ideas and topics raised by paraplanners during the first Assembly.
But whether or not you joined Sarah and Ellie last time, and haven’t had a chance to listen or watch it on catch up yet, you’re sure to gain plenty to inform your reflections on successful leadership by tuning into this discussion.
Useful links
Make sure you grab your CPD certificate for watching or listening to this Assembly by visiting the link below. We’ve also included links and downloads that Sarah, Ellie and Richard mentioned during this Assembly.
Slides: What kind of paraplanning leader could I be?
Watch this Assembly on Crowdcast
To catch up with the first Assembly in this series you can watch the replay on Crowdcast or listen to the podcast episode. You find all the links mentioned in that episode at the event page.
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