40. Referrer report after all advice implemented
Improve your efficiency | Improve your client experience
For Financial Advisers looking to build referrer relationships
Add this one to the referrer template set. This unique, quick-to-use, report template to inform your referrer partner to be used after all the advice (investment or insurance or both) has been implemented.
With 5 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!
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