May
28
12:00pm
Howwow Online: For Administrators and client service teams
By Paraplanners' Assembly
What's it all about?
While we know that many Administrators and Client Support team members are part of the Powwow community, we've never run an event specifically for you; focusing on you and your role. Until now.
We think there's lots of common ground with Paraplanners, but we're also 99.9% certain there are things that are specific to your role that you want to talk about. So that's what this Howwow is about.
In a Powwow first, we're joined by a panel of experienced administration and client support professionals in an hour long online Howwow talking about their roles.
We're hoping the discussion will roam far and wide into the issues that affect you. But we have an inkling it will definitely include:
- Best part of your role
- Common issues - including but not limited to what it's like doing your job in the current situation
- Remote working challenges and opportunities
- Tools and tips that have made life easier
- One piece of advice from each panel member that they are following in their own career
- Support available to Administrators and client service roles
So join us, with your lunch if you've managed to hold out to 1pm, as we meet Powwow Administrator participants.
This is a live Q&A, so if there is something that you want to ask on the above or in fact on anything else, pop it in the question section after you've registered.
Meet the Howwow panel
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- Richard Allum - Founder of The Paraplanners (and manages to run a few paraplanner events, Powwows and Howwows, or something like that).
- Debbie Condon - Debbie Condon is the Director and Founder of Intuitive Support, a company created in 2014 to provide outsourced administration support to financial advisers. Debbie has over 25 years of experience coaching and developing teams of administrators within Financial Services. Intuitive Support currently employ a team of 15 experienced Financial Services Administrators, and they work with more than 50 firms of Financial Advisers.
- Amy Hunt - Amy is the Client Support Manager at Navigatus. Amy has been working as an administrator in Financial Services for 10 years in various types of IFA firms.
- Kelly Tomkins Dip PFS is the Business Support Manager at Gallagher Wealth. Kelly has worked in Financial Services for 20 years, (she says 'sadly I am that old'!). She's been with Gallagher Wealth for almost 12 years. As Business Support Manager, she is responsible for the day to day leadership and management of the Client Support Team across the UK.She enjoys working with her teams and takes a hands on approach. Much of her day involves working with the management team and other internal stakeholders to ensure the operational team is working efficiently, that processes are fit for purpose and to review, re design and implement change where required.If she had to describe a 'normal' day she'd go for, rewarding, fast paced, problem solving and multi- tasking.
Our panel will join us on Thursday 28th May, at 1.00pm for this hour-long online chat.
Want to ask them a question on the topic already? Go on, once you've registered, pop your question under the Q&A section - don't wait for the Howwow, or email us here, or ask in real-time on the day.
Join us by pressing the 'save my spot' button.
When is it?
This Howwow online is on Thursday 28th May, 1.00-2.00pm. Can't make it? Then watch the replay, available just after the Howwow finishes.
Just click the 'save my spot' button.
See you there!
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Continue the chat
If you enjoyed that Howwow, then head over Big Tent and say hello. There's a whole bunch of paraplanners hanging out there.
Never miss a Howwow by...
Signing up for the Powwow Post or by following us on Twitter for news on any upcoming ones.
For a full list of past events, just click here.
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Got a question? Try these answers on for size
How does this Howwow Online thing work?
Save your spot by clicking the button on the top right. It's free, the only thing you have to do is register an account.
On the day of the Howwow just sign back in here. But, we'll also send a reminder email ten minutes before it starts.
On the tech side of things. Viewing the Howwow on browsers such as Chrome or Firefox work best. Headphones are a good idea if you share an office, plus the ability to type so that you can ask questions via the chat feature.
What if I can't make it to the Howwow?
Just sign-in and view a recording of the session whenever it suits you.
Can I ask questions?
Yes! As many as you can throw at our panel. Plus, if you can't make the Howwow, book a spot and add a question beforehand, the panel will then answer it during the event.
Can I suggest a Howwow topic or be on the panel?
Absolutely, the more the merrier. Drop us an email.
Are there more Online Howwows?
You bet your bottom dollar there are, and on lots of useful topics for paraplanners. Watch past and/or register for any upcoming events here.
There isn't an upcoming Howwow listed, when will the next one be?
Sorry about that. We're just confirming the topics and putting together an A-Team panel for it. We do aim for every last Wednesday of the month, at lunchtime (1-2pm for most normal folk), so you can join in while eating your sandwich.
Sometimes we'll throw a curve ball and change the date. That's because we want to bring you AMAZING panel members, and they just can't make Wednesdays. It's as simple as that.
Powwows vs Howwows - what's the difference?
Here's the Powwow lingo. Powwows are informal gatherings designed by paraplanners for paraplanners to exchange views, learn things, fix things and share things.
Got that? But there's more. Where Powwow gatherings are on a number of topics, Howwows are for those times when we want to focus on ONE topic in particular and, in depth.
Sometimes we meet in person, and sometimes we just like a good chinwag online. Enter Howwows Online.
You can find out more about Powwows or see a full list of all events here.
Actually, my question was on something else
Ooh, we like new questions. Just pop it in an email and send it on its merry way to [email protected].
One last question, what do you do with my details when I sign up?
Crikey, another good question! We’ll use your details to keep you posted on Powwow happenings. From time to time, this will include activities that our supporters are participating in that we think you’ll find interesting. We share information at an aggregate level with our supporters every now and then.
Please see our Privacy Policy here for details of how we will process your personal information.
hosted by
Paraplanners' Assembly
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