10 tips for developing a Statement of Advice

From

Paraplanners have a tough task: consistently create SoAs which tick all the boxes from an adviser satisfaction, client engagement and compliance point of view. Balance complexity with compliance, templates with personalisation, financial literacy with reasonable basis and best interest and time constraints with quality and efficiency. Here are a few simple tips which can assist […]

continue reading

2013 – with change comes opportunity

From

2013 is expected to be an interesting year for the financial planning profession with anticipated changes to revenue models, licensing, advice processes and potentially business models. Among these changes there are likely to be a number of key elements that will impact paraplanners and the advice process in 2013. Here are my top four predictions: […]

continue reading

Paraplanning – How to get outsourcing to work for your business

From

As the number of outsourced paraplanning service providers in the market increases, so too do the options available to Financial Planning businesses to find a solution that works best for their business. It would be fair to say that many businesses who are looking to outsource may be doing so purely on the basis of […]

continue reading