Click on the link above and it should upload a spreadsheet
Is there any such thing as the perfect risk profiling tool?
By Paula Butrynska Assessing a client’s risk profile – that is, their natural feelings about risk –
IFA Life Spreadsheet
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Collaboration for Centralised Research: How Financial Planners and Paraplanners can work together effectively.
By Nathan Fryer Whilst there are many similarities between a Paraplanner and a Financial Planner, there are
Building successful partnerships: Choosing the right paraplanning support
By Kimberley Malin DipPFS Cert CII (MP) There are so many outsourced paraplanning firms out there, so
