TouchPoint - Personal Advice Process Diagram

TouchPoint - Personal Advice Process Diagram

  • $110.00
  • inc GST

How do you easily communicate quickly and effectively to your personal clients what your business advice process looks like and the various steps involved for them and for you so the client can appreciate the level of effort and work involved for you and therefore your value, as their financial adviser, in setting up a suitable financial risk / estate plan plan for them?

How can your staff, especially new employees, understand your personal advice process? How do you bring consistency into your business?

Ever heard the saying 'a picture is worth a thousand words'? Use this template as a basis to form your own advices process (which should closely follow ours) to present to these audiences.

*This item is exclusive to The Risk Shop and is not available in The Risk Store.

Check out our Business Advice Process Diagram too.

Click this link: The Risk Store Discount to obtain your member discount code -
Associate & Professional level members eligible only.

Professional & Associate members get 10% and 5% respectively off selected items 

GST, shipping and discounts will be calculated at checkout.

We Also Recommend

People who bought this product, also bought