58. Adviser acknowledgment client deciding not to proceed with advice
Adviser acknowledgment of client deciding not to proceed with insurance advice; after first meeting, NOT after Statement of Advice (SoA); includes text for client letter to be signed, for adviser’s record. Separate paragraphs for personal and business clients included. This is a MUST HAVE template for your advice business.
*This item is also available in The Risk Store (paid member access only)
Associate & Professional level members eligible only.
Professional & Associate members get 10% and 5% respectively off selected items
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