65. Filenote protocols
Improve your efficiency | Improve your client experience
Use this template to mandate the format of file notes in client file records. Ideal for large financial advisory practices or dealer groups or practices with support staff employed.
This is about ensuring consistency in record keeping. Crucial for a compliant business.
Why not add this template to your existing planning software template library today!
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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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