Category: Insight

Does it contain the correct information? There’s no getting away from this fact. We simply have to include the right content and disclosures in a clear and understandable format. Any failure to do this will let down your...

Does it read like a novel or legal small print? My first critique of report wording is something I used to be guilty of. As paraplanners we tend to be so concerned with ensuring the content is correct from a regulatory...

Is it visually appealing and does it reflect your brand? While the main focus of a report should be on the client, there is a huge ‘branding and marketing’ opportunity that these documents offer. With the advice process, the...

Is your report well structured? It’s up to you and not your clients to ensure your advice is understood. A well laid out report will help achieve this requirement. An effective report should be easy to navigate, have the...

Will your clients enjoy your report? Your report is unlikely to be a page-turner and have people queuing up to read it, but it needs to be sufficiently engaging so that clients can absorb the advice and information you are...