Webinar Replay - The 2020's SOA (Panel Session)
Connecting client goals, with your advice and great outcomes
This is a recording of the Webinar that our SOA Superstar Panel delivered on behalf of The Advice Movement on the 30th of July, 2020. Below is just some of what we covered in the Webinar:
Through out the last decade, Statements of Advice - or SOA's as the industry commonly refers to them as - progressively got longer, more complicated and way more difficult for the 'average aussie' to understand.
What culminated was a world where Planners were forced to either deliver a document that was 'compliant' but bloody useless as an actual 'document of advice'... or build something that was easier for a client to understand, but risked being deemed as "non-compliant" because it didn't meet the licensees interpretation of what makes a good (and compliant) SOA.
The 2020's was supposed to be the beginning of a new era when it comes to SOA's... shorter, easier to produce and most importantly from a clients perspective easier to understand... but midway through the first year in the 20's and it doesn't feel like we've made much progress... or have we?
In this Panel Session exclusively brought to you by the Advice Movement, and supported by Tanngo - we're bringing together an Adviser (Alex Hont), a Para Planner (Kristy Whittington) and someone who matches Advisers with Para Planners everyday (Melanie Drago) to talk about what a great 2020's SOA looks like TODAY.
In this session you will learn:
* What a great 2020's SOA looks like today
* What should and shouldn't go into an SOA
* How to connect clients goals, with your advice to lead to great documented outcomes
* How to work together as a team (Client + Adviser + Paraplanner + Licensee) to develop a cohesive document process.
* How you can start to work with your SOA producers better (whether they're internal or external)
* Technology solutions to build better SOA's
Our Superstar panel is comprised of Kristy Whittington (Fresh Plans), Alex Hont (Moran Partners Financial Planning) and Melanie Drago (Tanngo/Paraplanner Hub)
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