TouchPoint - Business Advice Process Diagram

TouchPoint - Business Advice Process Diagram

  • $110.00
  • inc GST


How do you easily communicate quickly and effectively to your SME clients what your business advice process looks like and the various steps involved for them and for you so the client can appreciate the level of effort and work involved for you and therefore your value, as their financial adviser, in setting up a suitable business succession / continuity plan for them?

How can your staff, especially new employees, understand your business advice process? How do you bring consistency into your business?

Ever heard the saying 'a picture is worth a thousand words'? Use this template as a basis to form your own advices process (which should closely follow ours) to present to these audiences.

Check out our Personal Advice Process Diagram too.

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 

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