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?
Have you fallen into the bottomless pit of never ending despair while your authority to access information is being processed?
- Generate Your Terms of Engagement In Under 4 Mins! October 22, 2019 william@firstclasswealth.com.au
- Generate A Fact Find File Note In Under 5 Minutes. October 18, 2019 william@firstclasswealth.com.au
- Generate An Insurance Needs Analysis In Under 3 Minutes October 16, 2019 william@firstclasswealth.com.au
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- Should you use vetting for all your research? May 28, 2019 Scott Miller
- Should you get your client to sign off on the Fact Find? May 19, 2019 Scott Miller
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