27. Invitation review letter template to scaled advice clients

  • $55.00
  • inc GST

Improve your efficiency | Improve your client experience

A letter template designed to be sent to all scaled advice clients to establish review contact and seek current information to determine extent of review need and confirm meeting will be by phone/online. It includes an encouragement to consider converting to full advice.

Why not add this template to your existing planning software template library today!  

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