New Client Information Package

Free
Added: 2010-11-12
1
156
5346
Created with: MindManager
We use this map as a tool so that any staffer can produce a package for new clients without having to find documant locations, etc. Each package is identical this way. We use hyperlinks instead of attachments so that any changes to the documents are automatically incorporated.
We use this map as a tool so that any staffer can produce a package for new clients without having to find documant locations, etc. Each package is identical this way. We use hyperlinks instead of attachments so that any changes to the documents are automatically incorporated.
Created with: MindManager
Categories: Leadership & Management,
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Copyright: Copyright ©2010 Navion Financial Advisors. All rights reserved.
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