While a good (and compliant) suitability report could be produced in two pages, many within the compliance industry insist on 10 pages or more of irrelevant and redundant information. Read Amy’s newsletter this week on emphasising outcomes we would love to know your thoughts!

18th May 2023 👀 In our new workshop, we're looking at the topic of LISTENING & we're joined by 3 superstars: 🔥 George Kinder from @KinderInstitute 🔥 Julia Fisher from @WeParaplan 🔥 Keith Boyes from Spentwell Exclusive to members. Join: bit.ly/3NZl4qf

Tony’s newsletter this week focuses on the thinking tools that can help challenge our assumptions. If we need to resolve an issue in the workplace or in our personal lives. What would happen if we changed our assumptions or how we approach things, how could we create max impact?

Team Weparaplan are so proud to congratulate Hannah and Rebecca on their recent exam success! We know the amount of hard work and dedication they’ve put in, and we are delighted to see what they’ve achieved. 💪 What a clever bunch we are, even if we do say so ourselves. 🥰

Did you know that we offer more than a standard paraplanning service? We explain all in this week's newsletter. 📝 linkedin.com/feed/update/ur…

🚀 Are you ready to supercharge your business growth? 🚀 We are here to help. Here are 5 ways We can Complement your business. Ready to take your business to the next level? Let's grow together! 💪

🌟We are excited to share five reasons why you should consider using our back-office consulting service 🌟 Let's discuss how we can enhance your back-office operations. Download your free personalised back-office report here!

🚀 Embrace the Consumer Duty the Right Way! 📝 In the financial world, producing documents that are overly complex might seem like covering your back, but it's not what Consumer Duty is all about. It's time to change the perspective.

So our first week as We Complement is nearly over, and the feedback we’ve received has been fantastic. 🙌 We’re sure you’ll have noticed the dramatic change in our colour scheme and in this week’s newsletter we want to delve a little deeper into the psychology of colours. 🌈

🌟Enhancing Inclusivity in our Suitability Reports 🌟 linkedin.com/pulse/enhancin…