Client Service Models (ENG)

Tags model

Summary: An overview of the types of engagement offered by an advisor 

How to Personalize: Email template name, complete contact info, and headshot to Jenna Stepleman. 

General turnaround time is less than one week. Suitable for any advisor on Contract A.

Click here to view as a PDF!

 

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Details

Article ID: 20364
Created
Fri 7/12/24 5:45 PM
Modified
Tue 7/30/24 5:51 PM