Conference Agenda

Sarah, passionate career paraplanner with 14 years’ experience in financial services and a raft of qualifications and skills, felt she had always been plagued by imposter syndrome. In 2021 she decided it was time to do something about it. In this motivating session from our Paraplanner of the Year 2021, hear what Sarah did, (from paddleboarding to applying for an award and lots more) and how that has changed her outlook and focus.

Over the course of the conference, we will inevitably focus on the “hows” of your role as a paraplanner. It is worth reminding ourselves sometimes, before getting stuck into the detail, of the all-important “why”. In this context-setting session Steve will prompt us all to remember and keep in mind why we do things the way we do and consider how those key principles of Financial Planning may invite us to examine our practice.

Managing risk is central to paraplanners process, decisions and client communications. We take a look at how risk is managed in other sectors and consider what we might learn from them.

Fiona shares perspectives on the different approaches and attitudes in paraplanning in the Republic of Ireland as well as highlighting common challenges and key differences.

It isn’t always crystal clear where the line between regulatory requirement and decisions made on internal firm procedures lies. This can be frustrating for paraplanners in understanding the expectations of the Regulator and the reasons that their firm have taken a certain stance. Join us to hear from Mark as Scott challenges him to clarify the FCA’s position on what the Regulator actually wants and needs to see to evidence good client outcomes and bust some regulatory myths. A session that aims to help you better understand and navigate the murky myth-filled waters.

A non-partisan and balanced examination of the active/passive question. Expect demystification and points to ponder. Further details to follow.

Dr. Amy Cuddy is a social psychologist, bestselling author, award-winning Harvard lecturer, and expert on the behavioral science of power, presence, and prejudice. Cuddy earned her Ph.D. from Princeton University in 2005 and was a professor at Harvard Business School from 2008 to 2017, Northwestern University’s Kellogg School of Management from 2006 to 2008, and Rutgers University from 2005 to 2006. She continues to teach at Harvard Business School in executive education. Cuddy’s first book “Presence: Bringing Your Boldest Self to Your Biggest Challenges” (Little, Brown, & Co., 2015), is a New York Times, Washington Post, USA Today, Wall Street Journal, Publisher’s Weekly, and Globe and Mail bestseller and has been published in 35 languages. As described in The New York Times Sunday Book Review, “Presence feels at once concrete and inspiring, simple but ambitious—above all, truly powerful.” Amazon selected Presence as the ‘Spotlight Pick of December 2015.’

Cuddy’s 2012 TED Talk, “Your Body Language May Shape Who You Are,” named by The Guardian as ‘One of 20 Online Talks that Could Change Your Life,’ has been viewed more than 50 million times and is the second-most-viewed TED Talk. Focusing on the power of prejudice and stereotyping, nonverbal behavior, the delicate balance of trustworthiness and strength, and the ways in which people can affect their own thoughts, feelings, performance, and psychological and physical wellbeing, she speaks about how we can become more present, influential, compassionate, brave, and satisfied in our professional and personal lives. She has given keynote addresses to a wide range of audiences all over the world.