Earlier this year, I decided it was time to implement a range of changes across a section of my client base. The sooner these changes were done the better for my clients, but they were substantial changes so I needed to complete Statements of Advice….about 60 of them, as well as keeping the balance of the business running.
I had used paraplanning services before, and sometimes the amount of to & fro together with the ‘voice’ of the resulting Statement of Advice, you wonder if it isn’t easier just to do it yourself.
Luckily, someone I trust suggested I speak to Clique Paraplanning, and I found a true partner in producing SoA’s that covered the areas I wanted covered, were written in my ‘voice’, and now we are used to each other require only 10 minutes to review when I receive them back!
If you are looking for a paraplanning outsourcing solution that has more of the feeling of a long-term partnership, I would highly recommend Clique Paraplanning.