TouchPoint by The Risk Store logo

49. Review procedure – personal & business clients

  • $110.00
  • 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