dela.dzadey's avatar
dela.dzadey
Icon for Advisely Board rankAdvisely Board
2 years ago

AMA: We’re Dela Dzadey and Lana Graham, paraplanning and Xtools experts, Ask Us Anything!

Got a burning question? Join us here on Wednesday 22nd May from 2pm to 2:30pm. For those who don’t know us, I’m Dela Dzadey, director and advice manager at TNT Group, helping bridge the efficiency ...
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lana.graham's avatar
lana.graham
Icon for Iress Contributor rankIress Contributor
2 years ago

dela.dzadey in my paraplanner days, I always found it a challenge to reduce the time it took me to write an SOA as I was always tempted to go into too much detail! What are the low value areas you see paraplanners spending too much time on?

  • dela.dzadey's avatar
    dela.dzadey
    Icon for Advisely Board rankAdvisely Board
    2 years ago

    I love this question lana.graham

    We work across several different SoA wizards and templates, and we find the wizards with sections that dont seem to feed into anything in the plan (and templates that don't run in logical order) can be very time consuming to work on. 

    The final area that eats away at our time is flowcharts! We are still looking and open to any suggestions for a simple and quick flowchart tool😀

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