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

deborah.kent

Advisely Board

2 years ago

We have a great outsourced Paraplanner that we work with this process does streamline our production of advice documents and I agree Anne let them do their job to make ours easier

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