Welcome to The Risk Shop. The Risk Store's online shopping cart where one can instantly purchase, using your credit card, individual items such as planning software-ready risk SoA templates, email templates, checklists, time-saving advice process workflow diagrams, video presentations, publications and loads of other useful business tools for financial advisers - membership is not required to purchase. There are bundled [multiple] items offered too!
Have referrer partner relationships in place or in the process of setting one up? Want to show prospective referrers how you keep them informed? Want to make this process as consistent and efficient as possible for you, your staff and your referral partner/s? Want to appear professional and impress your new referral partner?
Yes to all this? Then you need to make use of these time-saving communication templates. Adapt to suit your business style and advice process.