Episode 35: Why clear objectives are essential for building excellent client reports (Part 2 The paraplanner series)

We are pleased to bring you the tenth 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 two of a two-part special podcast on clear objectives and client reports. This episode focuses on how to get clearer objectives from clients and advisers, and how best to structure and communicate objectives back to clients. 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.