A library of dual-language, compliance-approved letters. 經合規批准的雙語信件庫。
A dual-language letter template encouraging recently reassigned clients with whom the advisor has had no prior contact to review their information. 鼓勵新分配及未聯繫的客戶與顧問審查資料的雙語信件模板。
A letter to send to clients the advisor has been unsuccessful at contacting. 發送給未能成功聯繫的客戶信函。
Introduces the new advisor to existing clients and/or prospects. 介紹新顧問給現有和/或潛在客戶。
Encourages the client to set up an annual review meeting with their advisor. 鼓勵客戶與顧問做年度回顧會議。