7 Practical Checklists

This new Guide written by adviser Home Director, Vince Smith-Hughes, is full of insight and expert comment.

It’s available on an open access basis as we believe the subject to be of critical importance to all adviser practices.

The Guide itself contains 7 practical checklist but below we show links to all seven so you can use as PDFs.


 

YOUR ONGOING ADVICE SERVICE - Review your process

CASHFLOW MODELLING - Review your process

VULNERABLE CLIENT CONSIDERATIONS - for ongoing reviews

WHAT IS INCLUDED IN THE ONGOING SERVICE - for each client segment/service level offered

ADDITIONAL ITEMS FOR INCLUSION IN ONGOING SERVICE - for ‘in retirement clients’

DEMONSTRATING YOUR VALUE - ‘the benefits of our advice’ – are clients aware of the value provided?

THE RISK OF CLIENTS - not receiving ongoing advice

We hope you find all this helpful and our thanks to M&G and LV=.