primrose.foster
Advisely Team
Advisely TeamStreamlining the production of SOAs
I really enjoyed reading this piece on "Is the SOA worth the piece of paper it is written on" - and would love to know what tools & tactics other advisers use to help streamline the production of SOA...
anne.graham
Advisely Board
Advisely BoardOne tip to streamline the production of SoAs would be for the adviser to get out of the way and let the paraplanners and support team do what they do best. Sounds tough but if the communication between the adviser and paraplanner is clear and complete at the outset, that should take away a lot of revision and editing down the track. :)
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Related Content
According to the latest Advisely Index figures, Advisely members are nearly twice as fast at producing complex client SOAs compared to our 2023 industry benchmark. How do you match up?
If the length of your SOA often puts ASIC's own guidance to shame, maybe regulation isn't the issue here.
