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.
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. Comments are closed.
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June 2023
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