Apologies for the bad audio this week, unfortunately we only found out after viewing the recording.
Join us at 9:30am every fortnight on a Thursday for our Office Hours where we focus on helping you maximize your usage of Trail and answer any burning questions you have.
In this weeks Office Hours, we covered the following topics:
Producing your Nature and Scope of Advice, and Stage 2 Disclosure
Reviewing the Fact Find
Sending your Needs Analysis, or reviewing it together with your client
Advice on Replacement Business
Providing Research on Product Providers
Producing and editing the Recommended Cover
Creating and editing the Statement of Advice
Your Insurance Settings
If you need any help outside of Office Hours, here's how you can get in touch.