Ensuring your SoA helps you seal the deal
Are the right people working on your client’s SoA?
You may have employed someone who will at some stage be able to grow your business as an adviser. While you are training this person to become an adviser they may also be required to write Statements of Advice. Writing plans requires a completely different set of skills to those required to be a good adviser. And as you know, the execution of these Statements of Advice are paramount to the success of your business. Not only must they be written, they must be written in a way that will ensure that the client will sign on the dotted line.
After all, you have got the client in the door in the first place. You have built the relationship with the client. You will be the one who will present the plan. You will want to have a plan that reflects the same high quality of advice and service you are giving the client but in a written form.
With Outplan you are using professional paraplanners who will help you seal the deal. With a broad product offering, including a new no-frills comprehensive SoA starting at just $700, use Outplan’s team of highly skilled people to write plans that you will be confident to present to your clients. Speak to an Outplan representative today on 1300 789 782, or visit www.outplan.com.au for further information.
How can COIN Office create efficiencies in my practice?
COIN Office comes with a standard suite of SoAs that are ready to use out of the box, including:
- limited advice plans,
- full plan SoAs,
- risk only reports,
- portfolio review reports.
COIN’s SoA templates allow financial advisers to tailor the template to each individual client to help them deliver a SoA their clients will value and understand.