On Demand Webinar
While we wait to hear what potential new or amended regulations may fall out of the Quality of Advice review, one thing we do know is that affordability of Advice is being closely considered.
At a time when Financial Planners are having to raise fees to offset the soaring cost of doing business, many are being left unsure how more pressure on advice fees will erode their ability to service clients and maintain profitability.
In this 45-minute webinar, we examine:
- How to adapt to any regulatory change without comprising client service
- How to reduce time spent on SoA preparation and audit record keeping
- How to optimise your use of technology and AI
- How to reduce your cost of service with the support of outsourcing
How Financial Planning firms are preparing for Quality of Advice recommendations
With Super Records, we're gaining efficiencies each and every yearMark W Head of Operations
Super Records are very professional to deal with and have a clear and efficient processSook S Parter
I'm looking forward to another successful year with Super RecordsAndrew D Financial Planner