As Financial Advisors and paraplanners, how can we best capture a client’s lifestyle or intangible goals in a compliant SOA?
With over 10 years’ experience in Financial Services, Hayley Knight is the ideas woman and work life balance advocate behind Contract Paraplanning Services.
She’s a firm believer in the power of communication and relationship building when it comes to outsourced paraplanning and has plenty of great ideas to share in this chat with Adrian.
Episode highlights:
2:45 – Articulating clients' intangible goals in a compliant SOA
8:00 – Is there any correlation between more compliance and better advice?
11:45 – Using tech to evolve the traditional and stagnant SOA
27:10 – How Hayley is getting paraplanners more involved with Advisers and the associations
32:35 – The advice process which produces the best SOAs
Show Notes:
Hayley Knight LinkedIn https://www.linkedin.com/in/knighthayley/
Contract Paraplanning Services https://www.contractpps.com.au/
General Disclaimer - https://www.xyadviser.com/disclaimer/
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