26. Invitation review letter template for personal clients
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 written specifically for SME business clients.
Associate & Professional level members eligible only.
Professional & Associate members get 10% and 5% respectively off selected items
GST, shipping and discounts will be calculated at checkout.
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29. Letter template to client to acknowledge advice review declined (personal)