TouchPoint - Personal Advice Process Diagram
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.
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