The Problem with Suitability Letters

In this episode, we explore the well known challenges of suitability letters. From regulatory pitfalls to common communication gaps, we break down the issues and share our top hints and tips to make your letters more interesting and compliant. Plus, we’re setting a challenge to help you make your suitability reports something that the clients will enjoy reading. Listen to learn how to make suitability letters work for you and your clients.

What is The Problem With...?

The Problem With... podcast is here to challenge the everyday problems or myths we face in financial services and to provide practical solutions. Hosted by Alex and Annabel, we offer practical advice to help financial advisers to take back control of their careers. Whether you are just starting out or looking to enhance your existing business, our mission is to guide you every step of the way. Tune in and transform your advisory journey!