49. Review procedure – personal & business clients
Improve your efficiency | Improve your client experience
Suitable for Financial Advisers
A must have for any financial advice business. If you wish to maintain your client relationships, then a regular annual or bi-annual review is needed and this procedure will facilitate a consistent experience for your clients.
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Associate & Professional level members eligible only.
Professional & Associate members get 10% and 5% respectively off selected items
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