How to Make Suitability Reports Fun with Karen Malin

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

Episode metadata supplied by the publisher feed · Published Apr 5, 2022

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How to Make Suitability Reports Fun with Karen Malin

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