Wealthtime's Amira Norris: 'Don't assume you know clients' needs'

‘You have to proactively seek engagement and understand them’

Isabel Baxter
clock • 1 min read

Paraplanners and advisers should not assume that they know what their clients require and need, delegates heard.

Speaking at the Personal Finance Society's Purely Paraplanning conference today (8 May), Wealthtime head of sales and strategic partnerships Amira Norris said both paraplanners and advisers should proactively seek engagement and understand clients. "As paraplanners, advisers have needs that you should aim to meet," she said. This is important as the paraplanning community is "faced with the constant change that is happening," Norris explained. "Some are going to thrive, and some may not." Rather than viewing change as a barrier, paraplanners should instead frame it as an opportu...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Adviser tips

Editor's View: The week we have all been waiting for...manifestos!

Editor's View: The week we have all been waiting for...manifestos!

The editor's Friday Night Takeaway from 14 June

Hope Coumbe
clock 14 June 2024 • 1 min read
Deputy Editor's View: Will technology truly bridge the advice gap?

Deputy Editor's View: Will technology truly bridge the advice gap?

The deputy editor's Friday Night Takeaway from 7 June

Jenna Brown
clock 07 June 2024 • 1 min read
Everything clients need to know about the 'Bank of Mum and Dad'

Everything clients need to know about the 'Bank of Mum and Dad'

Lawyer John E Jones explores the issues clients may face when acting as the 'Bank of Mum and Dad'...

John E Jones
clock 04 June 2024 • 4 min read