Having a peer review Statements of Advice before sending it to a client can be very valuable for advisers as the meaning of advice can quickly get lost in translation.
Amanda Mark was supportive of advisers having a peer review the SOA but warned that because language is so familiar, even a second check can miss areas that need to be changed.
“If you’ve got a person in the team that’s good at reviewing these things, they start to become templated themselves,” Mark said.

Read the full article from Professional Planner: https://bit.ly/44NHK5c

← Back to Blog