27. Invitation review letter template to scaled advice clients
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!
*This item is exclusive to The Risk Shop and is not available in The Risk Store.
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)