Embark MiniPod: All hail the rise of the Paraplanner!

06/30/22 • 15 min

It's official - being a Paraplanner is no longer a stepping stone to becoming an Adviser... it's a cornerstone of being able to deliver good advice to clients.

Key Account Manager at Embark Group, Neale Smith is back to join Roger Hearing on the latest miniPod as they discuss the latest findings from 300+ people regarding paraplanning:
🤝 Paraplanners having more engagement with clients
🦾 Is the role of tech the great enabler?
📈 Challenging Advisers and adding value
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It's official - being a Paraplanner is no longer a stepping stone to becoming an Adviser... it's a cornerstone of being able to deliver good advice to clients.

Previous Episode

Embark MiniPod: How to tackle drawdown from the mouth of an Adviser

Approaches to drawdown are a mixed bag to say the least. Advisers already have to task on their hands, not to mention FCA scrutiny, people living longer and difficult investing conditions.

Key Account Manager at Embark Group, Neale Smith joins Roger Hearing on the latest miniPod as they discuss the latest findings from 5 interviews from those 'on the front line':
👀 How Advisers tackle the subject
😕 Volatility in retirement; each to their own?
👴 How nearly half of clients are looking at paying towards their own care in later life
Sign up to our Embark Adviser monthly newsletter for the latest insights from around the market, straight to your inbox!

Next Episode

Episode 3: Dispelling the myths surrounding Vulnerable Customers... Do you know them?

August marks 'Vulnerable Customer month' at Embark, so in this episode host Roger Hearing is joined by James Smith, Team Leader and one of the 'Vulnerable Customer Champions' at Embark Group; as well as independent financial planner, Carole Haswell. Together they discuss:
🤔 Vulnerability: fact or fiction
🙄 Are these 'myths' stating the obvious?
😳 Poor digital skills? Have caring responsibilities? Inexperienced?... Are YOU vulnerable?
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