by Allison Hays | Aug 25, 2021 | Paraplanning
Robo advice has become a buzzword in the Advice space. As one of the services Paperwork Magic provides is paraplanning, Robo advice has caused a bit of discomfort for the people here who support real life human financial planners. Understandably, they are concerned...
by Allison Hays | Oct 3, 2018 | Best practice, Financial planner, Paraplanning
A client has come in with a single need- maybe it’s income protection, you write it, wrap up the business and 12 months on, they renew and you review. It’s a perfect opportunity to do a few really important actions. Cementing the relationship with the client. Ask them...
by Allison Hays | Aug 12, 2018 | Best practice, Financial planner, Paraplanning
Best Practice is a process or procedure that is accepted as being the correct or most effective way to do something. Whether it’s delivering a great client experience or washing dishes, there is a “best” way to do most everything. Best practice is for everyone and it...
