Financial Planning Pack
Streamline your financial planning process with this template pack.
648 downloads
Statement of Advice (SOA) Implementation Template
Download your free Statement of Advice (SOA) Implementation template to personalize and use in your bookkeeping or accounting firm.
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About this template
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.
How to use this template
Add this template to Karbon
Get more out of this template by adding it to your Karbon Practice Management cloud-based software, including:
- Time and Budget Estimates
- Task Automation
- Client Task Automation
- Client Work Scheduling
Alternatively, you can
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