36. Referrer report after 1st appt. with client/s template
Improve your efficiency | Improve your client experience
For Financial Advisers looking to build referrer relationships
Use this quick tick and flick or copy & paste, template to quickly and easily report to your referrer partner after your first appointment with your new client/s.
With 10 time-saving pro-forma responses plus a notes section for additional information. Consistent communication is so important in maintaining those referral relationships and will be appreciated.
Why not add this template to your existing planning software template library today!
*This item is also available in The Risk Store (paid member access only)
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