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The Video SOA is Here!

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:

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