Why clear objectives are essential for building excellent client reports Part 1 (The paraplanner series Ep.33)

26 July, 2022LIBF Financial Adviser

We are pleased to bring you the ninth episode of our paraplanner series, hosted by Richard Cooper and with guest speakers from the world of paraplanning, Sian Davies-Cole, Rob Kingsbury, Sarah Lees, Spencer Hopp, and special guests Kirstie White and Marian Shepherd from VoiceNotes.

This is part one of a two-part special podcast on clear objectives and client reports.

This episode focuses on why client objectives are important in the advice and communication process, and what makes a clear objective.

This is a series by paraplanners for paraplanners. Look out for episodes monthly.

Find out more about our Diploma in Paraplanning on the LIBF website.

Follow us on Twitter and LinkedIn.


Apple podcasts

Related content