Marketing that actually works (for outsourced paraplanners)

Here's a question that might keep you awake at night: how do you know whether what you're doing to promote your outsourced paraplanning business is actually working? Or perhaps more fundamentally – where on earth do you even start?

If you're nodding along, you're definitely not alone. Whether you're a new business needing to generate leads and build awareness, or you've been established for a while but want to grow and increase enquiries, the challenge is the same: cutting through the noise and actually getting noticed.

The good news? You don't need an MBA in marketing or a hefty advertising budget to make meaningful progress. Then join us from 10:30am on Friday 14 November 2025 for a day that's tailor-made to help you build your marketing plan.

Picture: Laurie Nevay, CC BY-SA 2.0 via Wikimedia Commons

A full day focused entirely on practical marketing for outsourced paraplanners

Join us at Aegon's London offices on Thursday 14 November for a day designed specifically for outsourced paraplanners who want to take control of their marketing – without the jargon, without the overwhelm, and definitely without walking away with more questions than answers.

We've partnered with , marketing and brand experts who specialise in making the complex simple, to deliver a hands-on workshop that cuts straight to what actually matters for your business.

Plus, we're delighted that from Aegon will be joining us to share his insights on achieving better success from referrals – because we all know that word-of-mouth remains a powerful tools in your arsenal.

What makes this day different?

This isn't about theory or abstract concepts. You'll spend the day building your own marketing plan using practical tools that you can take away and continue using long after the event ends.

We'll focus on four fundamental areas that every successful outsourced paraplanning business needs to get right:

• Who you're trying to reach – getting crystal clear on your target audience
• What you're offering – defining your proposition in ways that actually resonate
• How you stand out – finding your point of differentiation and what you stand for
• Getting noticed – practical strategies for building relationships and visibility

What will you take away?

By the end of the day, you'll have:

• Your own marketing blueprint – a practical plan specific to your business that you can implement immediately
• Reusable frameworks and tools – so you can continue refining your approach
• Confidence that you're doing the right things – no more second-guessing your marketing efforts
• Actionable strategies for referrals – thanks to Dr Tom's expertise
• Fresh perspectives and ideas – from working alongside other outsourced paraplanners
• New connections – with people who understand your challenges and can offer ongoing support
• A completed workbook – everything you need to keep moving forward

Most importantly, you'll leave with the reassurance that comes from having a clear plan and the tools to execute it.

Agenda

Morning session

• Welcome and introductions
• Setting the foundation: understanding your current position
• Workshop 1: Defining your target audience
• Workshop 2: Clarifying your proposition

Afternoon session

• Workshop 3: Identifying your differentiation
• Workshop 4: Getting noticed and building relationships
• Dr Tom Mather (Aegon): Achieving better success from referrals
• Pulling it all together: your marketing blueprint
• Action planning and next steps

Ready to take control of your marketing?

If you're tired of wondering whether you're doing the right things to promote your business, and you want to walk away with a clear plan and the tools to implement it, this day is for you.

Places are limited to ensure everyone gets the individual attention they need to build their own marketing plan.

Book your place now.

Know what’s Happening Next — before everyone else does.

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