TouchPoint - Review

A collection of email / letter correspondence, checklists and file note protocol templates for every type of advice practice. Consisting of these items:

  • 26. Invitation letter for sending to all clients to encourage review contact at varying levels - personal
  • 26A. Invitation letter for sending to all clients to encourage review contact at varying levels - business
  • 27. Invitation letter for sending to scaled advice clients only to invite review contact
  • 28. Policy schedule for annual review
  • 29. Letter to client to acknowledge review declined - personal
  • 29A. Letter to client to acknowledge review declined - business
  • 49. Review procedure - will include opt-in
  • 50. Review checklist - personal
  • 50A. Review checklist - business
  • 66. Remove client from advice relationship