In a year of challenges, this may be the biggest. When clients pay directly for advice what they value is quality, face to face time with their professional adviser. So, how to maximise this time?
One solution is through outsourced Para Planning or report writing software so, instead of spending an afternoon locked away working on a client recommendation you could be out with clients. Adviser Home have negotiated discounted access to both outsourced para planning and specialist report writing software – both from market leader PPOL Ltd.
To explore this option, and access some helpful short videos on the services click on the link above.