What actually is a video SOA and what will it mean for Paraplanning? Well, today I am talking to someone who is actually implementing the video SOA in their work. My guest this week is Daniel Donovan – Financial Advisor and Head Of Operations at Verse Wealth.
Dan talks us through how Verse Wealth has implemented Video SOAs and the outcomes they have seen as a result of doing so. Hopefully, this discussion will answer a lot of the questions and confusion about the video SOAs and what impact it’s going to have for Paraplanning.
Verse Wealth website: https://www.versewealth.com.au/
Verse Wealth LinkedIn: https://www.linkedin.com/company/verse-wealth
The Rise of the Paraplanner is powered by Contract Paraplanning Services: https://contractpps.com.au/
