Grow your business with a good Statement of Advice
Is your SoA a contract or a communication?
Outplan is the subject matter expert when it comes to efficient SOA design, construction and production.
Drawing on real paraplanning experience Outplan has developed a unique view of how all types and sizes of practices are approaching the SOA problem.
Over the last five years of operation, Outplan has evolved into a multi function SoA consulting team that is regularly employed by clients, both boutique and institutional, to:
- develop content and create automation in their SoA templates
- provide insight into industry best practice
- develop new and unique ways of delivering client advice
- provide paraplaning services.
Outplan is constantly searching for, and developing, new improved tools capable of enhancing the delivery of quality advice.
To learn more about Outplan’s approach to clear, concise and effective SoAs please visit our website www.outplan.com.au or contact your Outplan representative on 1300 789 782.
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.