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The Rise of the Paraplanner  

The Rise of the Paraplanner

Author: Hayley Knight

Welcome to The Rise of the Paraplanner Podcast where we bring you cutting edge ideas from the industry experts so that you can level up in all things paraplanning. Hosted by Hayley Knight, powered by Contract Paraplanning Services: https://www.contractpps.com.au/
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Language: en

Genres: Business, Entrepreneurship

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Why Long SOA's Aren't the Answer to Compliance
Episode 34
Monday, 6 November, 2023

In this thought-provoking episode, we welcome Ben, a dedicated researcher in the field of financial services, to unravel the intricacies surrounding the Statement of Advice (SOA). Drawing from his extensive research and data analysis, Ben sheds light on critical issues within the financial advice process. Join us as we explore the heart of the matter, delving into the nuances of SOAs and their role in shaping financial advisery relationships. Ben's findings illuminate the challenges and opportunities that lie within this essential document. For Paraplanners seeking actionable solutions to enhance the financial advice process, this episode serves as a valuable guide. Ben offers insights into what can be done right now to address the identified issues and elevate the quality of financial advice. Whether you're a seasoned professional in the financial industry or someone eager to gain a deeper understanding of the advice process, this conversation promises to enrich your perspective and inspire positive change. Tune in now to gain a comprehensive view of the financial advice landscape and discover actionable steps for improvement. To learn more about Ben and follow his research, check out his LinkedIn profile linkedin.com/in/ben-neilson-54883055/ and website www.neilsonwealth.com.au/

 

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