ππ Sparrow Paraplanning is 5 today! ππ
It really is a huge milestone for such a tiny business! π₯πΎ
Thanks to all clients, colleagues, and friends who've helped Sparrow reach the ripe old age of 5, and here's to many more Sparrowversaries in the future! π¦
#Paraplanning
Are your clientsβ goals SMART? π€
Great #financialplanning comes from knowing the clientβs WHY and clear, defined SMART goals π―
Learn how to create them at the next #CPD Session:
π 04/09/2024
π°οΈ10 am for 90 minutes
π1.25 hours of @CISI CPD
Info: https://t.co/iEL9gJ8pem
π’ CALLING ALL #PARAPLANNERS
New online #SuitabilityReport Workshop 3rd July covering
- The Rules - What needs to be in them
- Writing in plain English
- Top tips for readable reports
with 3 hours of @CISI Accredited #CPD#paraplanning#reportwriting
https://t.co/Yg2IFPWfmI
How do we make sure the planning and advice we give our clients is right for them?Β This is the question Caroline Stuart at Sparrow Solutions (@Sparraplanning) will be addressing in her upcoming Sparrow SolutionsPractical Planning sessionΒ on Wednesday 1st May. https://t.co/Z4ofWLTW1a
This week, Nicola Cannings pens the #Update, talking about her first six months at the lang cat, Kylie and what the recent abundance of International Women's Day stories means for the financial services sector.
https://t.co/m7fWlTqGkl
#TCWU
Do you want handy hints and tips for doing the day job?
Want to stay up to date about Sparrow Solutions events and workshops?
Yes? Then sign up for Sparrow Mail and they'll be winging their way to you soon! π¨π«
https://t.co/BOUY0L6OZ8
#paraplanning#paraplanner#paraplanners