The seven basic principles of client report writing, by Kim Bendall

The Paraplanners' Kim Bendall shares her seven basic principles for suitability report writing...

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There are many ways to put together suitability reports, writes Kim Bendall, senior paraplanner at The Paraplanners, but here are her seven basic principles...

This year I'm 'celebrating' my 15th year in the finance industry. During that time our industry has changed, evolved, come of age...

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