Top Tweets for #adviceprocess
Theoniel McDonald, CFP®, shares the six structured steps that Wealth Associates implemented in mapping their advice process and what you should consider when undertaking yours.
https://t.co/CnOTZk0i75
#adviceprocess #clientengagementskills #compliance #financialplanners
Are you struggling to deliver timely advice? Utilising technology is the key to simplify the complex processes and stay competitive.
https://t.co/3sCdLyGt3k
#FinancialAdvice #AdviceProcess #Technology
The recording (in Hebrew) is finally out! If you want to hear more about how I implemented the #AdviceProcess at @Lux_Escapes, I'd love it if you watched the video and asked any follow-up questions in the replies. Enjoy! #SoftwareArchitecture
https://t.co/JOamAJ2feX
Good Fact-Finding: Complete the Fact-Find in full - it helps your team work efficiently.
#eParaplanConnect #FCACompliance #AdviceProcess
BRAINIAC OF THE WEEK
The FAIS legislation places the responsibility to obtain suitable insurance on which set of parties?
https://t.co/R2wNh5K7TV advisor and trustees
2.Trustees and body corporate
3.Trustees and managing agent
#sectionaltitle
#adviceprocess
If you haven’t read our blog article ‘Sectional title insurance and the advice process’ yet, you can do so here: https://t.co/ozmrmfoXaI or you can watch our video on the topic, presented by Mike Addison, here: https://t.co/hbqCFtTFVJ
#adviceprocess
#sectionaltitle
Did you know that your property manager cannot provide insurance advice or suggest a product unless they are authorised financial services providers themselves?
Addsure’s brokers are all licensed financial advisors with decades of experience.
#adviceprocess
#sectionaltitle
BRAINIAC OF THE WEEK
What qualification does your insurance advisor need to legally dispense insurance advice?
Post your answer in the comments section.
#adviceprocess
#addsure
#sectionaltitle
#specialistbroker
BRAINIAC OF THE WEEK
What qualification does your insurance advisor need to legally dispense insurance advice?
Post your answer in the comments section.
#adviceprocess
#addsure
#sectionaltitle
#specialistbroker
This month has been all about Addsure’s advice process.
If you would like to meet to go through this advice process, please do not hesitate to contact us to set up a meeting.
Contact us: https://t.co/g3IyrIX1gY
#adviceprocess
#sectionaltitle
BRAINIAC OF THE WEEK
Is it allowed for a portfolio manager to advise on insurance product selection?
#adviceprocess
#addsure
#sectionaltitle
#specialistbroker
Addsure's experienced team continues to support managing agents, portfolio managers and trustees, ensuring that scheme owners are sufficiently covered regarding community scheme risks.
Read more: https://t.co/hhhJ7of1Of
#adviceprocess
#addsure
#sectionaltitle
#specialistbroker
What should be included in the renewal pack (RP)?
The RP should include the benefit summaries and comparative quotes to illustrate due diligence.
Read this blog article on the topic: https://t.co/BWBH8Jabcd
#adviceprocess
#sectionaltitle
The Sectional Title Insurance Guide is at the base of our advice pyramid.
Have you downloaded your copy of Addsure's Sectional Title Insurance Guide?
Download the guide now: https://t.co/bB75Ue6SHM
#adviceprocess
#addsure
#sectionaltitle
#specialistbroker
Whether new to the industry or looking to refresh your knowledge, this short video is a must-watch for anyone seeking a streamlined and practical approach to sectional title insurance advice.
Watch the full video: https://t.co/C3FjQKHnKJ
#adviceprocess
#sectionaltitle
BRAINIAC OF THE WEEK
Is the SRV part of the policy document?
Post your answer in the comments section.
#adviceprocess
#addsure
#sectionaltitle
#specialistbroker
Why do we follow this advice process?
Mainly, the process is to protect the trustees and illustrate that a systematic approach was taken to secure insurance for the scheme according to legislation.
Contact us: https://t.co/04Zkm89Wpe
#adviceprocess
#sectionaltitle
Addsure’s advice pyramid starts with the letter of advice (LOA) at the top.
The LOA is a FAIS Act requirement. It includes a summary + the material on which advice was based.
Watch this video: https://t.co/YUiscWnlik
#adviceprocess
#sectionaltitle
Our advice process includes the following key documents:
1.Letter of advice (LOA)
2.Schedule of replacement values (SRV)
3.Renewal pack (RP)
Read more about our advice process: https://t.co/T0IDq1ts6M
#adviceprocess
#addsure
#sectionaltitle
#specialistbroker
Addsure is a specialist insurance advisor company.
Essentially, we serve as brokers who specialise in community scheme insurance.
Visit our website here to review more information about our business and products: https://t.co/oztlzLwPN0
#adviceprocess
#sectionaltitleinsurance
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