Insight Report - 6 Steps to Better Reports

Discover my six-step approach to better client reports

Compliance

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...

Engaging

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...

Layout

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...

Design

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....

Wording

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...

Readable

Does your report add clarity or confusion?Is the content digestible to the average person? Your good advice could fail to be absorbed by your clients if your approach is very much ‘text heavy’. A...