UCE

The ENCORE Approach for Financial Advisors

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Downloads

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)

  • PDF
  • POD (Point of Delivery)

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

  • Appendix
Become a More Profitable Advisor

Book Resource Links

  • Book Resources
  • Articles
  • Downloads
  • Videos

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