Episode 33: Why clear objectives are essential for building excellent client reports (Part 1 The paraplanner series)

We are pleased to bring you the ninth episode of our paraplanner series, hosted by Richard Cooper and with guest speakers from the world of paraplanning, Sian Davies-Cole, Rob Kingsbury, Sarah Lees, Spencer Hopp, and special guests Kirstie White and Marian Shepherd from VoiceNotes. This is part one of a two-part special podcast on clear objectives and client reports. This episode focuses on why client objectives are important in the advice and communication process, and what makes a clear objective. This is a series by paraplanners for paraplanners. Look out for episodes monthly. Find out more about our Diploma in Paraplanning on the LIBF website. Follow us on Twitter and LinkedIn.

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Stay ahead with our podcast featuring industry insights and discussion for financial advisers in the UK. The views expressed on this podcast are not necessarily those of The London Institute of Banking & Finance.