Forum Discussion

Virtual Explorer

11 months ago

Advice Request Best Practice

What is seen as the best practice for advisors sending through a request for advice to be prepared to the paraplanning team? I can think of some ways using cases to have a task where the advisor comp...

Advisely Team

11 months ago

Great question michael.kitselaar – streamlining advice production and advice servicing processes is key for operational efficiency. Keen to hear some best practice tips from our experts!