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Why clear objectives are essential for building excellent client reports Part 2 (The paraplanner series Ep.35)

31 August, 2022LIBF Financial Adviser

We are pleased to bring you the tenth 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 two of a two-part special podcast on clear objectives and client reports.

This episode focuses on how to get clearer objectives from clients and advisers, and how best to structure and communicate objectives back to clients.

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.

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