As Financial Advisors and paraplanners, how can we best capture a client’s lifestyle or intangible goals in a compliant SOA?
She’s a firm believer in the power of communication and relationship building when it comes to outsourced paraplanning and has plenty of great ideas to share in this chat with Adrian.
2:45 – Articulating clients’ intangible goals in a compliant SOA
8:00 – Is there any correlation between more compliance and better advice?
11:45 – Using tech to evolve the traditional and stagnant SOA
27:10 – How Hayley is getting paraplanners more involved with Advisers and the associations
32:35 – The advice process which produces the best SOAs
Hayley Knight LinkedIn https://www.linkedin.com/in/knighthayley/
Contract Paraplanning Services https://www.contractpps.com.au/
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