We Complement @WeComplement
Delivering effective solutions and services that empower forward-thinking financial planners to thrive wecomplement.co.uk Durham, England Joined May 2019-
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🌟Enhancing Inclusivity in our Suitability Reports 🌟 linkedin.com/pulse/enhancin…
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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! 💪
🌟 Are you interested in discovering more about our new set of suitability templates? 🌟 This week's newsletter features Hannah Keane, the senior paraplanner who helped create the templates. She will give you an in-depth look at how the templates can work for your company 📝
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.
As we all embrace the digital age, technology is transforming the way we manage and invest our money. Could robo-advisors and AI-powered risk profiling soon become norm? In this weeks newsletter Lucy Wylde dives into how technology can enhance the service of a adviser.
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…
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. 🥰
We Complement retweeted
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 🔥 @keithcboyes from @Spentwell1 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?
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!
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