I have heard this statement many times over the years, including in
this Wealth Professional article, I have been in financial services. An express Statement of Advice sounds like a great option but the reality is that the documents are either financial data-based and don't meet compliance standards or they are too generic to make it past the compliance departments of most dealer groups. Better to check out the available
templates and make sure you get the base of your Statement of Advice template correct before purchasing any software or tools.
