How Technology Will Make Life Easier for Financial Planners

It’s no secret that the technological age is here. Technology is no longer an industry on its own. It’s made its way into every other industry on the planet. In short, every company is a tech company these days and the financial market hasn’t been excluded.

Still, while technological advances may cater to some clients, if you provide valuable financial services for your clients, you can rest assured that technology will only make your life better.

Here, we’re sharing how technology will make life easier for financial planners now and in the future.

Get More Data Quickly and Efficiently

The technology age gives us access to more data, more quickly and efficiently. We’re now able to track the stock market in real-time on our smartphones and see our entire financial profile with a few clicks.

Technology also helps us organise this data with ease, making it simple to find what you’re looking for and notice patterns in the numbers.

And before you start to worry that financial technology is out to replace your job… all of this data doesn’t mean financial planners are necessarily obsolete. Just because you have the data, doesn’t mean you’re able to effectively analyse such data and offer sound advice without expert knowledge.

However, more data, better organisation, and the speed at which we can access this data, only makes the lives of financial planners easier. This leads us to our next point.

Spend More Time on Your Unique Offerings

With less time spent sifting through the data, you can spend more time doing what you do best — offering unique advice to your clients using your skills, knowledge, and expertise.

This means you can potentially serve more people, do more research on things that the data can’t tell you, and pay attention to the politics and current events that inevitably affect the financial world.

In short, you can spend more time and energy on the stuff that matters and give your clients even more valuable services with your financial planning. You might even have more time to upskill and offer your clients other services in addition to financial planning based on your interests, aptitudes, and the market you find yourself in. You’ll have time to differentiate your business and stand out in the right ways.

Overall, less time sorting through data means more time doing what only human financial planners can do.

Less Energy Spent on Admin

Most of the work that technology can do for financial planners at the moment are the routine admin tasks of sorting, logging, and retrieving. Sure, software can go through more data than a human could ever sift through in a lifetime, but no one really wants to spend all their time doing admin anyway.

Again, when you’re not wasting time and energy pulling your hair out trying to find a specific file, you can get back to what’s important.

Even paraplanners can benefit from better technologies that make the admin process easier and more efficient. When you hire a quality paraplanner, you can trust that the bulk of their workload will be on error-free document creation and client correspondence, not paper pushing.

The point is, embracing technology within your financial planning practice only makes your life easier. From there, you can find holes in the market that only your unique skills and expertise can fill.

You may have to adapt to a changing economy at some point in your career due to advancing technology, but it’s always better to roll with the punches than fight to stay in the past. When you see technology as a tool versus a threat, it’s a better outcome for everyone.


How to Prepare for Tax Season Way Ahead of Time

How to Prepare for Tax Season Way Ahead of Time

You’d probably have a hard time finding someone who enjoys tax season. Maybe hardcore accountants or those who always get a refund find it rewarding… but for the most part, paying taxes is stressful.

Still, there are ways to make things easier for yourself by preparing way ahead of time.

Here, we’re going over three tips to help you get organised well before the deadline approaches. So, let’s get started.

Keep Your Receipts Organised

We all know the feeling of scrambling to find our business receipts when tax season comes around. We spend all night squinting to read the faded receipts and scouring through emails to find purchase confirmations.

To avoid that stress and make sure that you’re writing off as many expenses as possible, keeping your receipts organised throughout the year is essential.

Perhaps you’ll use an email folder for all your email receipts. You might print everything out and keep hard copies of anything you buy online. Plus, most bookkeeping software can even help you digitally keep track of those flimsy paper receipts that you always seem to lose.

At the start of each new month, go through all your receipts from the month before and keep them organised. Your future self will thank you.

Automate as Much as You Can

Automation is key to staying on top of your taxes before things get down to the wire.

Some tax software can track your mileage in realtime if you constantly travel for work. You might also set an automation in your back account to put aside a certain dollar amount in your tax fund to make sure you’re not caught off guard.

For small business owners and anyone who’s self employed, you can also automate payments through your accountant to pay your taxes on a quarterly basis so you’re always up to date.

Long story short, take the time to set those automations once and you’ll be easing a lot of worry.

Don’t Be Afraid to Outsource

Many of us want to do everything ourselves so that we feel fully in control. But, that’s just a recipe for things not getting done. In short, outsourcing is an extremely undervalued tactic.

Marketers outsource their copywriting, financial advisers outsource their statement planning, and you can outsource your taxes.

You’re probably already outsourcing the actual tax filing to an accountant. But there are also other ways to outsource your taxes to make life easier when the deadline comes around.

We already mentioned bookkeeping software but this is really where it’s at. With certain kinds of software you can outsource all your tax tracking from mileage to business spending without lifting much more than a finger. Set it and forget it.

If you run a massive company, you might be able to outsource every aspect of tax planning to a specific employee. So, if paying taxes seems to be completely anxiety-inducing, it makes sense to budget for someone else to do everything for you, especially if you have the means.

To be fair, taxes are always a pain but they don’t have to be totally debilitating.

By preparing for tax season way ahead of time, organising everything month by month versus year by year, and outsourcing the things you really don’t want to do, you can stress less and focus on more of what’s important to you.

Looking for a Sea Change? Here’s Where to Start

A change of pace.

A change of scenery.

A change from the hustle and bustle.

If you’re looking for a sea change, it’s tempting to get up a go at the first opportunity. But, it does require a bit of planning to set things off without a hitch.

Here, we’re sharing our top tips if you’re looking for a sea change and with the best places to start.

Do Your Research

Although making a sea change is certainly exciting, you’ll want to do a lot of research leading up to the move. That means budgeting and considering your day-to-day requirements.

For example, you might overshoot your budget when considering buying property that needs a reno. Plus, you’ll need to consider schools and healthcare facilities nearby.

Do your best to really envision yourself living there for the long haul by thinking about what you do day-to-day in the city and how you can maintain the important things in your life in a regional area.

Get to Know the Area

It’s easy to see all the positive aspects of a quiet, beachy town when you’re there on holiday. Making a sea change and living there full time, however, is often a very different experience.

So, make sure you’ve been to the area quite a few times before committing to a move. Especially if you’re planning to let go of your city property for good, it’s important that you do everything you can to avoid regretting your decision.

Understand City vs. Regional Markets

On the surface, regional properties are a lot less expensive than what’s available in major cities. However, regional properties often encapsulate huge plots of land and include larger homes which may mean you’re still paying a pretty penny.

Plus, if you’re selling your city digs, make sure you understand the difference between the markets. In other words, you don’t want to be stuck out of being able to afford city prices if you decide to move back.

Start with Renting

To avoid any property mishaps during your sea change, you might consider renting before you buy. That way, you can really get a feel for what it’s like for a good six months to a year before committing to a down payment.

It might cost more per month than a mortgage but you’ll save in terms of peace of mind.

Pros and Cons

As with anything, a sea change offers both pros and cons. So, let’s quickly explore a few major pros and cons to help you decide whether a sea change is really what you’re looking for.

Pros of a Sea Change

Affordable property

Again, regional property usually gives you more bang for your buck. Live in a gorgeous home with stunning views for much less than you’d pay for the same amount of space in the city.

More relaxed lifestyle

When you yearn for a sea change, you’re probably really yearning for a change of pace. You crave slower days and less of the hustle and bustle. Moving to the bush or the beach can certainly offer this more relaxed lifestyle.

Cleaner natural environment

There’s something magical about fresh air and it really makes difference. Making a sea change offers a cleaner natural environment versus some of the dirtier aspects of city living.

Cons of a Sea Change

Less social interaction

If you’re used to a busy social life, you can expect your social interactions to slow down after a sea change. Nightlife is scarce and if you’re way out in the bush, even a small cafe won’t be close by. So, it might be an adjustment in terms of seeing friends and family.

Not as many things to do

A sea change also might be fewer things to do. In regional areas, you won’t have the convenience of things like museums, restaurants, and events happening locally. Still, you can make your own fun by taking more bush walks or learning to surf.

Smaller workforce

Finally, if you’re not retired, you’ll notice that regional areas have a much smaller workforce. This can make it difficult to find quality professionals like accountants and financial planners.

However, these days, many professionals can help you out remotely. For example, our expert paraplanners at Clique are only a call away and can prepare financial documents for financial advisers from anywhere in Australia.

Overall, making a sea change might be exactly what you need. And with a little bit of preparation, you can certainly make it happen sooner than you think!

How an Adviser Can Choose a Dealer Group

When in the market for a new dealer group to join, you’ll want to make the best decision possible with the lowest probability that you’ll want to switch later. Often, financial advisers decide to switch dealer groups for one of the following reasons:

– The fee structures aren’t competitive or they’re outdated.
– They have complex, rigid structures in place.
– They lack client management systems and processes.
– They lack education, training and compliance support.

While there are likely other reasons why you might be unhappy with your dealer group, these are the most common issues. So, how can you counteract these concerns and choose the best dealer group possible?

Here, we’re going over a few questions to ask yourself to help you choose a dealer group that will work for you over the long term. Let’s get started.

Are their fees competitive with up-to-date?

As with any service, if you’re not getting a solid return on investment, you’ll start to look elsewhere. The same goes for a financial adviser choosing a dealer group.

Make sure you’re working with an organisation that offers the most competitive fees that are up-to-date with the market. Do some research and ensure you’re not being over-charged.

Do they have simple and flexible systems?

Simplicity doesn’t equate to incompetence. In fact, when something is simple and clear, it often is a sign of deep understanding. On the other hand, when systems are overly complicated and rigid, it’s more likely a sign of disorganisation and lack of ability.

When someone has an expert understanding of a topic, they don’t need to make it more opaque. If you can explain something in the simplest terms possible, it means you really have a grasp of it.

So, beware of the dealer group that uses dense jargon and overcomplicated systems that don’t change with the times. Working with a simple, flexible dealer group system is the way to go.

Do they employ proper management systems and processes?

Systems and processes are the keys to efficiency. They’re also the best way to stay consistent and effective. So, if you find a dealer group that doesn’t employ systems and processes, run in the opposite direction.

Strong systems mean doing things the same way every time without wasting time by solving old problems. You can rest assured that a dealer group with proper systems and processes will get the job done without anything unnecessary.

Do they have education, training and compliance support?

In other words, is your dealer group transparent about what they know? Do they offer support in terms of education, training and compliance? Do you know what they’re up to?

Organisations that are happy to share their wealth of knowledge are the organisations you want to be associated with.

No more hoarding or secrecy. Generosity and sharing are the cornerstones of any quality business. So, ensuring these support systems are crucial to choosing a strong dealer group.

Overall, in our estimation, competitive fees, simple and flexible systems, and additional support are the main things to look for when choosing a dealer group.

Looking for more adviser-focused information? Reach out and we’d love to help however we can.

How to Keep Your New Years’ Resolutions Past January

Do all your New Years’ Resolutions fall apart by February? You’re not alone. In fact, it’s almost cliche how resolutions notoriously fail after a few weeks. But, is it possible to make them stick?

Here, we’re sharing three simple tips to help keep your New Years’ Resolutions going strong well past January.

Allow for Error

One of the biggest mistakes people make when it comes to New Years’ Resolutions is throwing the baby out with the bathwater. That means when they miss a day of workouts or they have a few chocolate chip cookies after dinner, they throw everything out the window and give up.

It’s so not necessary and it’s ruining your chances of having a resolution that sticks.

We’re human. We’re going to mess up. That’s a given. So, expecting otherwise is unrealistic. Instead, expect that things won’t go to plan and that you’ll definitely trip up now and then.

However, when you do go off the rails or fall back into old habits, simply get back on the horse, so to speak.

In short, you will fail. But that’s not a reason to aim for anything but the best.

Be Gentle With Yourself

Part of the reason we tend to, again, throw the baby out with the bathwater, is that we’re extremely hard on ourselves. We don’t allow for even the tiniest mistakes. We expect perfection, even when perfection is simply not feasible. And that’s ok!

Be gentle with yourself when it comes to your New Years’ Resolutions. That means skipping the cruel judgements about having a bad day or forgetting to write in your journal. Don’t judge yourself. Just get back on the horse.

When you’re gentle with yourself, you’re allowing yourself to be human. And that’s really all you can do.

Gentleness is not a get out of jail free card. You’ll feel the difference between rationalising bad behaviour and simple accepting human nature. Soon, you’ll get better and better at understanding the difference and you’ll be far more likely to stick to your resolutions.

Ask for Help

For whatever reason, we often feel like we have to do everything on our own. We have to achieve every goal and meet every deadline by ourselves or else it doesn’t count.

Well, we don’t know where started that, but it could probably use a rest.

There’s strength in asking for help. We can’t do everything and we can’t know everything. So, don’t make that your goal. Instead, do what you can and then ask for help with the rest.

Help might be chatting to a friend or finally outsourcing your overwhelming workload. It means allowing for a bit of extra space in your schedule and in your head to meet the goals that matter.

Plus, if you’re not able to stick to your New Years’ Resolutions past January, it could be a sign of a bigger problem requiring professional help. Maybe you need to hire a trainer or you should speak to a professional about how to better manage your career.

New Years’ Resolutions can be more than a January fad. Overall, you can truly change your life for the better and make these changes last into February and beyond.

Need some extra time in your schedule? Outsource all your financial documents to our expert Australia-based paraplanners and spend your valuable time where it counts. Call us today!

Embracing Downtime During the Silly Season

In our ever-connected world of smartphones and Zoom meetings, it can be more difficult than ever to turn off our work and prioritise downtime.

We answer emails while on holiday, take phone calls during dinner, and find ourselves anxious and jittery when we’re forced to rest.

Yet, the silly season is the perfect time to take some serious time off and embrace downtime. Here’s why.

Why Downtime is So Important

Our brains have become preoccupied with work. We’re unconsciously thinking about looming deadlines, packed to-do lists, and project ideas for the future. It’s no secret that it’s difficult to switch off.

However, similarly to the way our muscles need to rest and recover after a strenuous workout, our brains require the same respite.

If we’re constantly taking on new information and worrying about the next item on a checklist, there’s no time to consolidate. Our minds will actually start to work more slowly and inefficiently, clogged by too much clutter.

And that’s not to mention the realities of burnout.

Burnout doesn’t usually happen all at once. It’s a slow progression of exhaustion and mental fatigue at the hands of overworking. It’s both a physical and mental state that can have extremely negative effects on the long-term.

When you feel overwhelmed and emotionally drained, unable to focus properly or get any real work done at all, you can presume you’ve reached the point of burnout. It might take you weeks to recover. Or worse…

By taking some downtime and prioritising rest, we can prevent burnout before it even starts.

Let’s take the power back and hold downtime in as high esteem as we hold productivity. They’re both essential to fulfilment. You’ll be able to work even better and more efficiently without the unnecessary pressure and after a bit of downtime.

Let Our Paraplanners Take a Load Off

As financial advisers, you’ve got a lot on your plate. It’s a massive responsibility to manage someone else’s finances. However, if you find yourself overly stressed (or if you want to simply prevent burnout), we can help take a load off.

Our expert paraplanners can handle all of your financial document preparation. From SOAs to contract reviews, there’s really no need for you to do it all.

Especially during the holidays, have a rest and let our Australian-based paraplanners offer you the downtime you deserve.

Clique Embracing Downtime

Don’t worry – we’re taking our own advice! We’ll be embracing a bit of downtime during the holidays as well.

Our offices will be closed over the following dates:

  • 24th, 25th, 26th, and 31st December
  • 1st January

During this time we will also be operating in a limited capacity through the New Year. Any requests received now will be returned when we reopen in January.

Contact Clique Paraplanning today and enjoy some much-needed downtime this silly season.

Delegation: The Key to Time Management

Time management is a hot topic in the world of work. For many of us, seemingly out of nowhere, our to-do list has taken on a life of its own and we have no idea where the day went.

While time management is a multi-faceted topic, we’re focusing on one aspect that can turn your work life around — delegation.

Here, we’re sharing our thoughts on how not to delegate and our tips for effective delegation to improve your time management skills at work.

How Not to Delegate

In the workplace, delegation often goes one of two ways. We either take on altogether too much. Or, we dump everything we don’t want to do on other employees or contractors. Both are bad strategies.

When we try to do everything ourselves, overwhelmed with our to-do list, there’s a high probability that the work you are doing will be done poorly. Not to mention, our mental state is sure to be all over the place, leading to unhappy employees or freelancers.

On the other hand, it’s important to delegate, not dump. Delegation is all about empowering your team, not pawning off the “dirty work.”

The point is, there’s a sweet spot with a delegation that allows you to work more effectively by asking for help without dumping your workload completely.

Tips for Effective Delegation

Hire the Right Team

Better delegation actually goes way back to the hiring process. Making sure your team is strong and talented will make the delegation process a lot smoother.

When you trust your employees and contractors to do the work as well as (or better) than what you can do, it’s easier to lean into delegating tasks.

Say No to Ego

Another key to effective delegation is watching out for your ego. So often, our ego gets in the way. It makes us feel like we don’t need any help and that our way is always best.

Obviously, this isn’t true. But, it’s difficult to see in the moment.

Whenever you feel overwhelmed with work or too busy for your own good, consider how much your ego has taken over. Who might be able to do this better than I could? How am I making this harder for myself out of pride?

Tell your ego to step aside and you’ll be ready to delegate.

Choose Wisely

Once you’re ready to delegate and lighten your load, it’s important to choose what you take on and what you encourage others to work on.

Again, delegation is about empowering your team, not dumping pointless work on them.

Trust is important to any workplace running smoothly and effectively. You can trust that your team is making the most of their skills. And they’ll trust that you know what they’re capable of.

Effective delegation is a symbiotic relationship where no one feels underappreciated or exploited.

Are you a financial adviser who has way too much going on? It’s time to delegate.

Our expert team of paraplanners can help you create SOAs and other financial documents, leaving you more time to connect with clients and do what you do best.

Don’t handle it all yourself. Delegate some of the workload to Clique Paraplanning and get on top of your time management. Contact us today!

How to Get the Most Out of Your Paraplanner for an Amazing Paraplanning Experience

If it’s your first time hiring outsourced paraplanning services, it makes sense that you’d want everything to go as smoothly as possible.

Here, we’re going through 5 ways to get the most out of your paraplanner for an incredible paraplanning experience at Clique Paraplanning.

 Get in Touch

The first step toward a smooth paraplanning experience with Clique is simply getting in touch. We make the consultation process totally pain-free and at no cost to you.

An important part of the process when working with outsourced paraplanning is making sure you have the right fit.

Our Australian-based team has expertise in a variety of fields. But just to be sure you’re feeling comfortable and reassured, we can’t wait to speak with you about your paraplanning needs.

 Ask Questions

Once you’ve agreed on using Clique Paraplanning Services (great choice!), feel free to ask as many questions as you need.

How long will it take us to produce the SOA?

What other services can Clique Paraplanning provide?

What can you expect from the whole paraplanning experience?

As proud paraplanning nerds, we love answering your questions about paraplanning and all things financial document preparation. We’re also keen to put your mind at ease and make sure the entire process is as streamlined as possible.

 Agree on a Timeline

After agreeing on which services we’ll provide, we’ll work with you to come up with a timeline that works for everyone. One of the perks of working with Clique is the CliQueue which tracks our workflow and updates you on our progress.

We know how frustrating and anxiety-inducing it can be to send in a request and not know the status of your documents. With the CliQueue, you’ll know exactly which stage of the process we’re in, without having to contact us directly.

 Send a Clear and Accurate Brief

 To ensure a smooth paraplanning experience with our experts at Clique Paraplanning, sending clear and accurate briefs are essential.

We get it — mistakes happen. But triple-checking that your client’s name, address, and vital information is correct can help us create perfect SOAs and other financial documents with zero errors.

 Sit Back and Relax

Now, all that’s left to do is sit back and relax because your Clique Paraplanners have got it covered.

The best part about working with trustworthy paraplanners is that they allow you to focus on your clients. If you follow the steps outlined above, there’s no need to worry about the accuracy or status of your SOAs.

By getting in contact, asking questions, using the CliQueue, and sending clear briefs, you’re well on your way to an amazing paraplanning experience.

After all, at Clique Paraplanning, we pride ourselves on creating compliant financial documents that make your job as a financial adviser that much easier, giving you more time to focus on what’s important.

Looking to outsource your financial document creation to save time and energy? Spend more time on what’s essential and leave the SOAs to us.

Contact our reputable team of paraplanners today!



Investment Trends: Social Responsibility

As paraplanners for financial advisers, we’re often asked about our investor tips and what’s trending in the industry. While it’s always best to speak to your financial adviser about making investments, there is an emerging trend that seems worth discussion.

It’s no secret that the world has changed drastically in 2020. While there’s still a lot of uncertainty in the air, one thing that has been brought to light in recent months is the importance of corporate social responsibility. It’s now a must-have for investors.

Here, we’re going through what corporate social responsibility means and why investors are jumping on this important trend.

What is corporate social responsibility?

When companies are engaging in corporate social responsibility, it means they are conscious of their impact on society from an economic, social, and environmental perspective.

Essentially, it’s about having a business plan that makes the corporation socially responsible to its stakeholders and the public at large.

How Companies Engage in Social Responsibility

There are various ways a company embraces social responsibility.

Perhaps they’ve built volunteer or charity initiatives within their sales model. Maybe they’ve committed to diversity in their hiring protocols. They might have policies in place to do their part in protecting the environment.

More generally, social responsibility is the idea of “giving back” versus solely focusing on the bottom line.

However, engaging in social responsibility seems to be a solid business plan in the end as employees usually feel heard, customers can feel good about their relationship with the company, and stakeholders trust their investment will be put to good use.

Socially Responsible Investing

So, what is socially responsible investing? Well, when you invest in company’s that maintain corporate social responsibility, in turn, you’re making a socially responsible investment. There are a few ways to do this.

Through buying shares of a company that engages in socially responsible practices, or putting your money in a socially conscious mutual fund, socially responsible investing has become more and more popular in recent years.

When it comes to financial investments, many feel strongly about only investing in companies that mirror the moral and ethical values they themselves hold. And in recent months, as major social issues bubble to the surface, it makes sense that socially responsible investments will only gain steam.

However, beyond financial investments, community investments are another form of socially responsible investing where, instead of measuring financial gains, gains in community impact is most important.

Overall, the goal of most socially responsible investing has both a financial and community impact piece. Similar to how many companies understand that putting socially responsible policies in place is actually good for business, investors also align with the idea that doing the right thing can lead to financial success.

Again, as always, it’s important to go over any potential investments with your financial adviser to make sure you’re choosing the best investment possible. In most cases, you’ll want to aim for both financially and socially responsible gains by receiving a return on your investment while supporting a cause you truly believe in.

It’s a win-win.

Are you a financial planner who needs help with your SOAs for your socially responsible investors? Our expert paraplanners in Australia are ready to help. Call us today!

How to Make Skype Meetings More Productive

In paraplanning, meetings with our clients are essential. Now, most of our meetings take place on Skype as we observe social distancing and new pandemic safety standards. We’ve found that, with small adjustments, Skype meetings can still be productive.

Here are 8 ways how.

Figure Out Skype Before You Start a Meeting

If it’s your first time using Skype, make sure you understand its features and how it works before you start or participate in a meeting. You’ll waste valuable time figuring things out on the fly when it’s much more productive to sort it out ahead of time.

Your colleagues will thank you.

Use the Lobby Feature

If you’re like us, you’ve probably scheduled back-to-back meetings. So, when one meeting runs over time (as they often do), enabling the lobby feature means the clients attending your next Skype meeting enter a virtual waiting room and won’t accidentally “crash” your current call.

Use the Remote Control Feature

Another Skype feature that boosts meeting productivity is the remote control feature. It gives you the ability to collaborate on a shared screen, working together on spreadsheets, digital troubleshooting, and more – instead of dictating a step-by-step process.

For us, using the remote control feature on Skype is a game-changer, allowing us to simultaneously work on client SOAs, even if, as a team, we’re working remotely.

Record the Meeting

One of the biggest perks of Skype meetings is the ability to record a session. Whether a colleague had to step away to soothe a crying child or they’ve tuned in late after their previous meeting ran over, your clients and team will appreciate that a recording will be available to them.

Plus, it’s not a bad thing to go over the recording for anything you may have missed in real-time.

Ask Direct Questions

Let’s be honest. Sometimes, Skype meetings can feel like you’re talking into an empty void. The best way to keep everyone on track and actually get things done in a Skype meeting is by asking direct questions.

It allows the quieter colleagues to speak up too since they’re less likely to be drowned out by whoever’s the loudest.

Be Thoughtful About Who’s Invited

When scheduling a meeting, make sure to think about who actually needs to be there. Will this colleague be able to contribute? Is this meeting relevant to the client? Is it better to send this person a recording of the meeting?

Have an Agenda

With Skype meetings, it’s more important than ever to create an agenda and stick to it. Unlike in-person meetings, there’s more likely to be dead time in a Skype meeting.

Be prepared to push through with a clear to-do list. You might even send the agenda to clients ahead of time so that they can prepare on their end.

Send an Actionable Follow-Up Email

After your Skype meetings, go the extra mile and send an actionable follow-up email going over what was discussed in the meeting. Be clear about what you need from the client and clear up anything that might’ve been skimmed over on Skype.

Follow-up emails are a great way to keep your clients and colleagues engaged and it helps ensure that the meeting leads to productivity.


Need some help with your SOAs or other financial planning documents? Reach out to us about setting up a safe (and productive) Skype meeting with our expert paraplanners today!