Welcome to The Risk Shop. The Risk Store Consulting's open shopping cart where you can instantly purchase a suite of time-saving practice management and communication templates for financial advisory businesses There are discounted bundled [multiple] items available too! - membership is not required.
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.