Remember the days of yesteryear when advisers would visit their clients, formulate their advice and deliver it in the form of their own advice letters? Although this may still be the case for some advisers, with increasingly more regulation to contend with, different options have opened up.

In this webinar, we’ll explore three of the main options for documenting advice to clients:

1. Generate suitability reports with the use of report writing software – we’re welcoming guest speaker Nigel Ogram, Technical Product Specialist at Genovo to run through the pros and cons of this method.
2. Create your own suitability report templates and train your paraplanners to use them – our Head of Verve Services, Hayley, will take you through this approach.
3. Outsource your report writing to an external firm – Grant, our resident expert in all things paraplanning, will share his experience working in the outsourcing area.

Together, we’re ‘reporting for duty’, covering the main options for delivering advice & discussing where these options may be best suited.

Who’s hosting?