Cart 0
38. Report to referrer after 2nd or subsequent client appt.
TouchPoint by The Risk Store logo

38. Report to referrer after 2nd or subsequent client appt.

    • inc GST

Improve your efficiency | Improve your client experience

For Financial Advisers looking to build referrer relationships
Use this quick-use time-saving report template to your referrer after the second or subsequent appointment with client/s: could be used several times with the same client. Similar to the first meeting report...only different!

With 8 time-saving pro-forma responses plus a notes section for additional information. Consistent communication is so important in maintaining those referral relationships and will be appreciated.

Why not add this template to your existing planning software template library today! 

*This item is also available in The Risk Store (paid member access only)

GST, shipping and discounts will be calculated at checkout.

We Also Recommend

36. Referrer report after 1st appt. with client/s template

36. Referrer report after 1st appt. with client/s template
39. Report to referrer partner on implementation progress

39. Report to referrer partner on implementation progress
40. Referrer report after all advice implemented

40. Referrer report after all advice implemented
56. Report to referrer after client insurance claim completed

56. Report to referrer after client insurance claim completed
57. Report to referrer after claim submitted

57. Report to referrer after claim submitted

People who bought this product, also bought