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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
A client friendly, adviser time-saving invitation review letter template

26. Review invitation letter template full advice - personal clients
A client friendly, adviser time-saving invitation review letter template

26A. Review Invitation Letter Template Full Advice - Business Clients
27. Invitation review letter template to scaled advice clients

27. Invitation review letter template to scaled advice clients
28. Client policy schedule template for annual reviews

28. Client policy schedule template for annual reviews
Accept_Decline

29. Letter template to client to acknowledge advice review declined (personal)
Accept_Decline

29A. Letter template to client to acknowledge advice review declined (business)
49. Review procedure – personal & business clients

49. Review procedure – personal & business clients
Review checklist (personal clients) image

50. Review checklist (personal clients)
Review checklist (business clients) image

50A. Review checklist (business clients)
Goodbye - firing your client

66. 8 steps to removing a client from the advice relationship
67. Concessional Caps Checklist

67. Concessional Caps Checklist