There is one element of a suitability report that often can make or break it, writes Grant Callaghan, Paraplanning Techspert, in Professional Adviser.
We all know what has to go in a suitability report, and the eternal struggle has always been between keeping them as short and concise as possible and making sure you cover everything you need to cover. The way a report looks, appeals to the client and reads is something that I don’t think is covered anywhere near enough.
It’s easy to put together a report filled with text mixed in with a couple of simple tables. This is probably alright when dealing with half a dozen or so pages but if we’re going to be issuing much more content, we owe it to the clients who read these to step up the experience for them.
Read more in the Professional Adviser article here.