Due to the rising level of data that your clients consume, it is important that your financial advice and the information you provide be clear, concise & able to be retained easily.
Paraplanner.com.au is working with leading information architects and designers to develop Statement of Advice documents that convey large & complex volumes of data in a visually-appealing way. Through these documents, clients will be better informed & educated, leading to fewer complaints and confusion throughout the financial planning relationship.
Paraplanner.com.au is working with leading information architects and designers to develop Statement of Advice documents that convey large & complex volumes of data in a visually-appealing way. Through these documents, clients will be better informed & educated, leading to fewer complaints and confusion throughout the financial planning relationship.
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