Nov 7, 2023
In this thought-provoking episode, we welcome Ben, a dedicated
researcher in the field of financial services, to unravel the
intricacies surrounding the Statement of Advice (SOA). Drawing from
his extensive research and data analysis, Ben sheds light on
critical issues within the financial advice process.
Join us as we explore the heart of the matter, delving into the
nuances of SOAs and their role in shaping financial advisery
relationships. Ben's findings illuminate the challenges and
opportunities that lie within this essential document.
For Paraplanners seeking actionable solutions to enhance the
financial advice process, this episode serves as a valuable guide.
Ben offers insights into what can be done right now to address the
identified issues and elevate the quality of financial advice.
Whether you're a seasoned professional in the financial industry or
someone eager to gain a deeper understanding of the advice process,
this conversation promises to enrich your perspective and inspire
positive change.
Tune in now to gain a comprehensive view of the financial advice
landscape and discover actionable steps for improvement.
To learn more about Ben and follow his research, check out his
LinkedIn profile linkedin.com/in/ben-neilson-54883055/ and website
www.neilsonwealth.com.au/