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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。

Introduces the new advisor to existing clients and/or prospects. 介紹新顧問給現有和/或潛在客戶。

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。

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 compliance-ready, translated piece that encourages newlyweds to work with an advisor following this financially significant milestone

A compliance-ready, translated piece that encourages new homeowners to work with an advisor following this financially significant milestone.

A compliance-ready, translated piece encourages new parents to contact an advisor following this financially significant milestone.

A compliance-ready, translated piece encourages employees of a family business to work with an advisor on their company's unique financial needs.

A tool for advisors to help clients understand various levels of engagement available to choose from.