Advice Process In IO

WHICH ROLES WILL BENEFIT?
- Administrator
- Paraplanner
- Planner/Adviser
- Office Manager/Practice Manager
- Operations
- Compliance

OBJECTIVES
- To share the key areas of the “Advice Journey” to help you utilise fully from this integrated area to your advantage including automated workflow benefits.
- To share how to effectively capture the advice process, viewing, tracking & audit trail
- Demonstrate effective recording of advice given, taken up or not and implementation
- To share how the different users can interact, for example, Planner/Adviser with Paraplanner and/or Administrator, utilising this area for full transparency, to support the whole team, your clients & satisfy Compliance

EXPECTED OUTCOMES
- A helicopter overview of the key areas within the Advice Journey to trigger Service Case & automated workflow
- Refresh or introduction to the benefits of this area
- To view full IO integration
- To work through a short *case study and understand better how this could be related to your company and clients’ situations
- Understand how you can reduce email traffic and see one central source for the whole picture
- Learn in a live environment with your peers
- Facility to ask questions of your peers and trainer

EXPERIENCE IN IO REQUIRED
This session is suitable for experienced and new users by way of an introduction in this area

*Your trainer will explain which part of the case study we will cover-either a part of the New Business or the Review Process, depending on number of attendees & to keep to the timings of the “Bitesize” session

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19.02.25