The Self-Assembly Paraplanning Show for August 2026

In this month’s Self-Assembly podcast, host Sam Tonks is joined by Julie South and Steven McBurnie to chat about CPD that’s hiding in plain sight, providers WHO WON’T PICK UP THE PHONE, smart glasses, meeting recording, clients who run their suitability report through AI assistants, and ask ‘When is a 'fun fact' a fact?’. Useful linksResources, events and interesting things mentioned during this episode.CISI Financial Planning Conference 2026CISI Scotland Compliance & Operations Conference 2026Lang cat HomeGame 6Women's Wealth Alliance Career GuideFinancial Planner Life podcastSilo (on Apple TV)And the winner is...paraplanning (podcast episode) Hosted on Acast. See acast.com/privacy for more information.