Cart 0
TouchPoint by The Risk Store logo

49. Review procedure – personal & business clients

    • inc GST

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.

Contact The Risk Store to obtain your member discount code -
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.

We Also Recommend

A client friendly, adviser time-saving invitation review letter template

26. Invitation review letter template for personal clients
A client friendly, adviser time-saving invitation review letter template

26A. Invitation review letter template for business clients
TouchPoint by The Risk Store logo

27. Invitation review letter template to scaled advice clients
TouchPoint by The Risk Store logo

28. Policy schedule template for annual review
Accept_Decline

29. Letter template to client to acknowledge advice review declined (personal)