In this episode, Dan chats with Karen Malin from The GI Consultant and Naked Compliance. They discuss the future of compliance, how to work with your compliance consultant and how to master your compliance stuff. Join the NextGen Planners Community: <a href= "https://bit.ly/3K0RoTE">https://bit.ly/3K0RoTE</a>

In this episode, Dan chats with Karen Malin from The GI Consultant and Naked Compliance. They discuss the future of compliance, how to work with your compliance consultant and how to master your compliance stuff. Join the NextGen Planners Community: https://bit.ly/3K0RoTE

In this episode, Dan chats with Karen Malin from The GI Consultant and Naked Compliance. They discuss the future of compliance, how to work with your compliance consultant and how to master your compliance stuff. Join the NextGen Planners Community: <a href="https://bit.ly/3K0RoTE" rel="noopener noreferrer">https://bit.ly/3K0RoTE</a>&nbsp;

How to Make Suitability Reports Fun with Karen Malin

Insights, ideas and inspiration from entrepreneurs and superstars in the world of financial planning.

Every fortnight, we chat with a guest from the financial planning profession, hearing their stories and getting under the lid of how they do things.

Find out more about our Community by searching 'NextGen Planners' on Google.

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Insights, ideas and inspiration from entrepreneurs and superstars in the world of financial planning. Every fortnight, we chat with a guest from the financial planning profession, hearing their stories and getting under the lid of how they do things. Find out more about our Community by searching 'NextGen Planners' on Google.

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How to Make Suitability Reports Fun with Karen Malin

How to Make Suitability Reports Fun with Karen Malin

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