SMS to request client for full financial review
Started by TEA ENG PENG
0 points
TEA ENG PENG
I suggest we do a consolidation of all your plans and do a proper review instead of ah hoc planning although I know you are very savvy and typically know what you want.
The advantages of doing so are:
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You will have an overview summary of all your plans which I can also monitor and answer you more promptly if there is any possible claim arise.
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The more I understand your overall situation, the better advice I can provide as there are many alternative ways to skin a cat in an IFA environment.
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0 points
TEA ENG PENG
I suggest we do a consolidation of all your plans and do a proper review instead of ah hoc planning although I know you are very savvy and typically know what you want.
The advantages of doing so are:
You will have an overview summary of all your plans which I can also monitor and answer you more promptly if there is any possible claim arise.
The more I understand your overall situation, the better advice I can provide as there are many alternative ways to skin a cat in an IFA environment.