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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。

Cut-and-paste language to encourage annual reviews with longstanding clients

A copy-and-paste letter/checklist to encourage reassigned clients to reach out for an annual review

A fillable checklist to share with clients in preparation for their annual review