What is your number 1 requirement when it comes to managing Client Correspondence?

There is no shortage of correspondence and communications between an Advice Practice and their Client. This can come direct from the client, from their accountant, from fund managers not to mention t...

clients

compliance

policy

Advisely Board

2 years ago

Great question jessica.lamb my #1 would have to be, to easily and efficiently be able to pull/find any client correspondence from xplan file notes (this extends to correspondence with fund managers and internal emails about clients also).

We email directly into xplan bcc'ing the xplan ID and have recently brought in an early finish for the whole team on the first Friday of every month if 100% of file notes are correctly categorised - ie. type and subtype, this has worked well. However going back historically they are not all done in the same way - ensuring we train the team and any new team members is so important.

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