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All Articles tagged with 'statement of advice'

You are in   Posts tagged 'statement of advice'

10 tips for developing a Statement of Advice

From Contract Paraplanning Services

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

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27 Mar 2013
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How long does it take to write a Statement of Advice

From Paraplanning Network Australia

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

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24 Oct 2012
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The importance of managing client expectations

From Raymond Griffin - AdviserVoice

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

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10 Sep 2012
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