TouchPoint - Discovery
A collection of email / letter correspondence, checklists and file note protocol templates for every type of advice practice. Consisting of these items:
- 08. Personal Client First Appointment Confirmation
- 09. Business Client First Appointment Confirmation
- 10. Business Information Form (fact finder)
- 11. Client authority to obtain existing policy info from insurer(s)
- 13. Advice to client re further action and to confirm second appt if applicable
- 34. Checklist for conducting first appointment
- 34A. Client multiple authority – first meeting
- 35. Checklist of material to go into presentation pack for appt # 1
- 59. Letter of Engagement: client and adviser sign
- 63. Red Flag List: a checklist of advice outcomes that require adviser to document reason in the SoA and in file notes
- 65. Filenote protocols - mandated format
