Here are the downloadable handouts, client letters, and other materials that you can re-purpose for your use.
(Right-click and select Save Link As… to download)
Delivering The Ultimate Client Experience (digital download)
Holiday Letters
- Thanksgiving Letter
- Client Christmas Letter
- Happy Holidays Letter
- Comprehensive New Year Letter
- Simple New Year Letter
Client Questionnaires
- Client Questionnaire – Short Version
- Client Questionnaire – Long Version
- Client Report Card – Advisor Feedback
Other Client Touch Points
- Phone and Email Scripts
- Letter – Tax Planning
- Tax Planning Tip Sheet
- Daylight Savings Time Letter
- Mid-Year Letter (includes client update questions)
Appendix