VA Suitability Processes
I joined SagePoint and am ready to tear my hair over the complex and nearly unfathomable processes required for the approval of a VA. There is an eight page suitability form with what is billed as a VA Comparison Tool that adds another six pages. I'm ready to go through the miseries of another transiton rather than repeat this process again. I submitted the documents for pre approval, had a discussion with a guy in the Sales Supervision Department about the required changes and then implimented the changes, had the client sign the application and suitability form and have had a number of additional conversations about the things that need to be changed.
Is this process similar to what is done at your firm? I'm hating this with a capital H.
My previous firm (not Sagepoint) required similar paperwork. Disclosure, Disclosure, Disclosure.