From first meeting to advice for a bereaved client, with Barnie

About this session

Inheritance cases carry more admin than most, and a grieving client should never have to repeat themselves. Barnie takes one case from the first meeting through to finished advice, live on screen. You'll see how to: - Set a new client up straight from the first meeting recording - Keep the case moving with tasks so nothing slips between adviser and paraplanner - Generate the suitability report and review it before it reaches the client