When it comes to the idea of innovation are you more likely to radiate Ted Lasso energy rather than Roy Kent? More Bandit than Bluey? Or put another way (that doesn’t rely on eclectic TV viewing habits): does the prospect of change make you feel more ‘Yeah!’ than ‘Meh!’? 

The reason we ask is that we were inspired by paraplanner Zara Okoro’s recent thought-provoking article in Professional Paraplanner all about innovation. So we invited Zara from Abacus Associates, who’s also a PFS Paraplanner Panel member, to share her thoughts on how paraplanners can adapt rather than risk getting left behind.

Alongside Zara, we were joined by PSA Financial Services’ head of paraplanning, Ceetal Katechia, to join in the conversation. Ceetal has bags of practical experience in creating team environments in which new ideas flourish.

Together with host Richard Allum, this Assembly asked what innovation actually looks like, whether it’s always a good thing, what fuels it, and how can you influence it when you’re not the decision-maker?

It’s an Assembly that’s all about how you can embrace innovation and shape our profession rather than be subject to changes happening around you.

What can you expect when you listen?

You’ll come away with practical ideas to try out, whether you’re looking to improve your processes and workflow, make better use of existing tools and tech, or create space for bigger changes in your work.

Most of all, this is a chance to step back from day-to-day demands and take a few moments for yourself to think about how even small changes can shape your role and influence the direction of your career in paraplanning.

Useful links 

Once you’ve listened, make sure you tap the link to receive your CPD certificate: https://paraplannersassembly.typeform.com/to/hR6mIizq

Here’s Zara’s article at Professional Paraplanner: https://bit.ly/4jA9WwQ

Watch the Replay at Crowdcast: https://www.crowdcast.io/c/6x1q91lqsgut (includes the Chat)

Or watch on Vimeo: https://vimeo.com/1080253419?share=copy (doesn’t include the Chat)

The University of Helsinki's foundational online courses on AI cropped up as a recommendation during the discussion

So did the book The Art of Quiet Influence - subtitled 'Timeless wisdom for leading without authority'

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