Would you feel comfortable showing your Fact Find or Working Papers to a client?
…there is another transparent area that should be of higher focus which will make your life much easier when dealing with clients going forward.
I thought to myself, “why do we need so many file notes all over the place for every category?”
Have you fallen into the bottomless pit of never ending despair while your authority to access information is being processed?
When I first started out in Financial Planning, I would assume that the clients would provide the necessary information such as assets, liabilities, budget and job information at the first meeting or after the meeting – depending on whether the client had that information available.