26. Review invitation letter template full advice - personal clients
Improve your efficiency | Improve your client experience
Another client friendly, adviser time-saving invitation review letter template for sending to all personal clients to encourage review contact at varying levels. Use this in a letter or email. Also check out our companion template (26A) written specifically for SME business clients.
Why not add this template to your existing planning software template library today!
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Associate & Professional level members eligible only.
Professional & Associate members get 10% and 5% respectively off selected items
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