Statement of Advice (SOA) Implementation icon

Statement of Advice (SOA) Implementation


Download your free Statement of Advice (SOA) Implementation template to personalize and use in your bookkeeping or accounting firm.

A preview of the 'Statement of Advice (SOA) Implementation' templateStatement of Advice (SOA) ImplementationReady to Start2 AutomatorsReview meeting notes (e.g. Statement of Advice) from client review meetingCompletedPrep4 AutomatorsPrep all applications as needed (e.g. insurance, retirement or investment)CompletedProcess7 AutomatorsReview and submit all applications (insurance, retirement, or investment)Completed

This process is to execute the agreed upon activities post-client review meeting (e.g. Statement of Advice) specifically for insurance applications and investment vehicles.

The start date is the day of the client meeting and the due date is 2 weeks later. The work assign is the Admin.

This template is part of the Financial Planning Pack.

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  • .XLSX File

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