6 Elements of the Quintessential Client Summary Letter

Oct 1, 2012 / By Ralph Adamo, MSFS, ChFC, CAP, CLU
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Send clients a written summary after every meeting you have with them. Not only does it confirm your conversation, but it serves as a to-do list, historical record, and a physical reminder that you offer world-class service to those clients and prospects smart enough to hire you.

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