How do you work most effectively with your Adviser?

How do you work most effectively with your Adviser?

What processes, systems, checklists do you have in place to work effectively & efficiently with your adviser?


Every adviser has a different style & personality, as do the client support & paraplanning team supporting them, however the end game is always the same — achieve the best service & outcome, in a timely manner for the client.

It would be great to share in this forum, some best practice processes, systems, forms & checklists that you find most valuable & that work for you.

There may also be some questions you have, that others may be able to assist you with. So questions are more than welcome too.

Your contributions & thoughts would be valuable.

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