The NSR is a first meeting summary and actions report. So it can be an onboarding meeting with contract sign up + fee agreement, risk tolerance questionnaire or a follow up to an introductory meeting on a new area such IHT for an existing client.
V083 Mtg plnng + MP1 CJ 2016
Date: June 2019
Length: 15 minutes
Catriona training with placement students. What is an NSR? Where is the template & how you use it with the actual notes from the client meeting. Review of a real client NSR – the summary, specific need/goal addressed, investment advice and recommendations. As a new client – AWM pitch, cashflow analysis, fees etc.
V394 MI Training.
Date: 24 October 2017
Length: 1 hour 24 minutes
First simulation for Tatenda in South Africa with Rob. Full presentation to client of an NSR report. Covers release of cash from main property and retirement planning. Feedback on the meeting starts at 1:11:45 seconds
V1628 Meredith Feedback
Date: 24 October 2017
Length: 53 minutes
Second simulation for Shingirai in South Africa with Rob. New client and Fact Find completed a week beforehand. Covers personal pension, investment of a cash lump sum, protection (client is director of a SME), mortgage and need for a will. Feedback on the meeting starts from 43:43
V871 SOA SM
Date: 24 October 2017
Length: 49 Minutes
Second simulation for Tatenda in South Africa with Rob. Full presentation to client of an NSR report. Covers investment of cash and pension planning. Also onboarding of client. Feedback on the meeting starts from 42:13
V268 Client Ikram MI/V785 Sabba
Date: October 2018 L
Length: 49 Minutes
Mark and Shingtirai with a client. Covers their stocks and shares ISA and why this is better than more contributions to their pension. Decision neede on using both partners ISA allowances or just one and leave the remainder in a personal portfolio.