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| Other Professional Advisors
- Distinction Number
Thirteen and Fourteen - We have heard that this is one of
our best screen. The other professionals screen! Detailed
information fields like no other AddOn. Plus, included are
templates that Peter uses when he learns who these other professionals
are through his client interviews and/or periodic reviews. He will
send each professional a short note that introduces himself and his firm
along with acknowledging the other professional advisor's relationship
with their mutual client.
Included are the four "short notes" to each advisor, (Attorney, CPA, Insurance Agent and Other). To send your own letter, simply use our template and highlight our text, not disturbing the contact information, and type your own message. You can also open our template under "Edit
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View Full Screen - Three Layouts to Choose From |
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