Welcome to The Risk Shop. The Risk Store Consulting's open shopping cart where you can instantly purchase a suite of time-saving practice management and communication templates for financial advisory businesses There are discounted bundled [multiple] items available too! - membership is not required.
Have you or your colleagues ever tried to map out your advice process? Want to set up your financial planning / CRM software threads and workflow features but feel daunted by the thinking and work involved in mapping the 7 key workflows needed to run a financial planning or life risk advice practice.