39. Report to referrer partner on implementation progress
Improve your efficiency | Improve your client experience
For Financial Advisers looking to build referrer relationships
Another quick to use report template to inform your referrer partner on the progress during the application implementation phase: could be used several times for the same client.
With 6 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!
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