There are silent superheroes who specialise in getting your clients approved for a variety of insurances through their deep understanding of insurance policies available in Australia….
Vetting all your research and Statement of Advice can be time consuming given the delays by your dealer group’s compliance team, but is the wait worth it?
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?”