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