Tart Up Your Templates
If you’re anything like us, you’ve just gone through the pain of updating your templates to reflect tax year changes. We thought this would be a great opportunity for Jo to chat through not only what you can do for your templates, but what your templates can do for you.
Running one of the most efficient paraplanner teams on the planet, Jo prides herself on the Para-Sols unique and pioneering templates. Template creation is integral to suitability and can save you literally hours in a day. Don’t miss this crucial webinar on how to save time and have your paraplanner or admin be forever grateful to you!
Who’s hosting?
This event will be hosted by Jo Campbell, Director of Para-Sols.
Date
- May 28 2021
- Expired!
Time
- 11:00 am - 11:45 am
Location
Organizer
-
The Verve Group
-
Phone
01325 952116 -
Email
hello@weareverve.co.uk -
Website
https://weareverve.co.uk
Speaker
-
Jo Campbell
Eclipse Archives Industry Insight Latest News Popular
URGENT: LTA Abolition
HMRC kindly issued a newsletter on 4th April advising clients to delay taking their pension benefits or transferring until it can fix incorrect [...]
Group News
Say hello to our trainers!
As part of our ongoing commitment to excellence, we’ve recently welcomed an awesome duo to our training dream team. We introduced a new [...]
Latest News Popular Press
Spring Budget 24
The spring budget comes and goes with no major changes to the world of financial planning. There are however some announcements and changes [...]
Eclipse Archives Group News Latest
Common ‘Training’?
I can’t get Pulp’s ‘Do You Remember the First Time’ out of my head. I’m pretty sure that Jarvis had other things on [...]
Eclipse Archives Industry Insight Latest
Stellar Compliance
You may have spotted that this week we hosted our monthly TALK event, and this month we were joined by Gillian Hepburn, Benchmark, [...]
Group News Latest
And who do we have here?
We have yet more exciting internal news to share, following a shake-up in a section of our client relations department – with two [...]
Group News Latest News Press
In the press
It’s been a busy January so far! We’ve had a few of our team speak with some press about some hot topics in [...]
Eclipse Archives Industry Insight
COO Survival Guide
Recently Cathi has been talking about sector-agnostic technology and how we can look to the efficiencies in other businesses to enhance what we [...]