10 tips for developing a Statement of Advice

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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

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How long does it take to write a Statement of Advice

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Having met a lot of advisers, the question “how long does it take you to do a Statement of Advice?” is still one which perplexes me. It’s like asking “how long is a piece of string?” without ever having seen the piece of string and unfortunately can show a lack of understanding by the adviser

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The importance of managing client expectations

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In his latest article for AdviserVoice, Ray Griffin discusses how certain words can create unrealistic expectations for clients that can only end in disappointment. Ray steps you through the danger zones with some suggestions on how to more carefully set your clients’ expectations. Promises promises! A website can make pretty much anything look good. We’ve

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