We Complement

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

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. 🌈

🚀 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.

🌟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!

🚀 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! 💪

What's the best way to respond to pain points that arise whilst running a financial planning business? How can you be sure that you are fixing the core problem rather than treating the symptoms? This week's newsletter we look at some of the toothaches Weparaplan can resolve.

What do Ted Lasso and Weparaplan have in common? Probably not a great deal. However, Ted's unique style of leadership and management is something we can all learn from. We've given Amy North free reign this week to use a #TedLasso analogy for #outsourcedparaplanning.

Do you sometimes wonder why things get missed? Why you’ve waited so long for a response from a provider? YOU NEED TO READ THIS WEEKS NEWSLETTER!! Process mapping can help answer all the questions before you’ve even realised they needed asking.

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. 🥰

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!

⭐Meet our Team ⭐ We are delighted to be introducing you to another team member that helps to make the magic happen. Today it’s the turn of Weparaplan’s paraplanning assistant Caroline Russell DipPFS CertCII (FS). #paraplanning #weparaplan #meettheteam #teamawesome

The Theory of Constraints (TOC), developed by Eliyahu M. Goldratt in the 1980s, might be the most-read business book in the world, with over 6 million copies sold. Interested in knowing more? Give this week’s newsletter a read, written by Tony. linkedin.com/.../four-thinki…...