Adviser to Paraplanner Report/advice request forms
Hi, talking is always best I know - but I'm thinking a standard report request sheet might be useful to initiate the process, so we can start research/analysis upfront and then talk through the output before ploughing into full suitability report. I was wondering if anyone out there has one they are using, or ideas on what works for them.
I am the first in-house paraplanner at my current firm and am looking at ways to get the advisers to start using me efficiently, also it could help with structuring the process a little better. I'm finding that they are still doing a lot of the things I should be doing - i.e. ask me to proceed with a report, so I do the illustrations to find out that they've already gone ahead and done them themselves!!!
In past role Advisers completed meeting notes, which had action points at the end which defined Admin requirements and PP requirements so I always had an idea of what was coming at me...
Peoples thoughts and current processes in other businesses might be useful, thanks