PFP Podcast presents - Inside Paraplanning Episode 7

In this episode our Paraplanning Panel discuss Suitability Reports. Regular hosts Alan Gow and Hannah Wynick are joined by Sophie Brown, and Phil Greenwood to discuss some tips, the purpose of Suitability Reports, and the role of AI. Learn more about the panel and find related resources here: https://www.thepfs.org/membership/com...