Streamlining 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...

advice production

anne.graham

Advisely Board

2 years ago

One 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. :)

Welcome to the Advisely forums!

This is where financial advice professionals from all walks of life come together to share knowledge, swap ideas, solve problems, and talk all things growth and efficiency.

Here are some tips when posting in the forums:

Be respectful and courteous to fellow members
If a reply helped you, mark it as a solution so other users can find it easily
Take a moment to read through our Community Guidelines
For Xplan support issues, it's best to raise a ticket in Iress Connect first. You can also search the discussions for posts about the same issue first before starting a new thread.
Keep an eye out for our 'Ask me anything (AMA)' threads – these are live text-based Q&As with industry and Xplan experts during a set period of time. Find out when the next one is happening here.
Don’t be shy! You don’t need to be an expert to help someone out. Many users are looking for practical advice, shared experiences, or just a fresh perspective
Introduce yourself and meet other members here!