The gold rush: Five steps to achieving the highest standard in paraplanning

There is no doubt the advice process has come a long way in the last few years. Most of us are also still striving to improve quality, reduce risks and provide an ever-increasing level of service to our clients day by day. Whether you do your own report writing or use a paraplanner's help, here are a few useful ideas to raise the bar of quality which work really well for us and might be worth considering.   1. Always get your reports peer-reviewed before sending to the client Ideally, this should be done by someone who does not know the client and has not been involved in their c...