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dela.dzadey
Advisely Board
Advisely BoardAMA: We’re Dela Dzadey and Lana Graham, paraplanning and Xtools experts, Ask Us Anything!
Got a burning question? Join us here on Wednesday 22nd May from 2pm to 2:30pm.
For those who don’t know us, I’m Dela Dzadey, director and advice manager at TNT Group, helping bridge the efficiency ...
lana.graham
Iress Contributor
Iress Contributordela.dzadey in my paraplanner days, I always found it a challenge to reduce the time it took me to write an SOA as I was always tempted to go into too much detail! What are the low value areas you see paraplanners spending too much time on?
- dela.dzadey
I love this question lana.graham
We work across several different SoA wizards and templates, and we find the wizards with sections that dont seem to feed into anything in the plan (and templates that don't run in logical order) can be very time consuming to work on.
The final area that eats away at our time is flowcharts! We are still looking and open to any suggestions for a simple and quick flowchart tool😀
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