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Client Investment Advice Record

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Added: 2013-11-04
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43
3193
PeterStrydom
Created with: MindManager
At Enhance IFA Solutions we have embraced the use of Mind Maps as a visual tool which we use in our Client Advice Processes. The Investment Advice Record is produced in consultation with our clients and not only provides us with a record of our initial discussions and decisions, it also becomes a...
At Enhance IFA Solutions we have embraced the use of Mind Maps as a visual tool which we use in our Client Advice Processes. The Investment Advice Record is produced in consultation with our clients and not only provides us with a record of our initial discussions and decisions, it also becomes a 'living document' which we use to record future discussions and decisions.
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Tags: Advice Investment Record Process client advice
Created with: MindManager
Categories: Finance & Economics,
Language: None
Copyright: ©2013 Peter Strydom. All Rights Reserved.

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