You are welcome to download the FREE guide to improving client reports. This provides useful insights for you and discusses some of the ways I can improve your client reporting.

Alternatively, why not simply get in touch. I’d be happy to find out how I could help you and your clientele.

Mark Underdown

The Nomad Paraplanner

What exactly is the Insight Report?

I will review your existing material to help improve the following areas:
h

Readability

Does your report add clarity or confusion?

Engagement

Will your clientele actually enjoy your report?

Layout

Is your report well structured?

Design

Is it visually appealing and does it reflect your brand?

j

Wording

Does it read like a novel or legal small print?

Compliance

Does it contain the correct information?

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