Checklist for a World-Class Client Experience
Use this checklist of best practices to jump-start your thinking about how you can intentionally upgrade your client experience. Download
Tag: Client communication
Ghostwritten Article – The Pandemic is Changing the Way We Do Things – LPL
LPL Compliance Approval Number: 1-05037325 Use this ghostwritten article for your blog, client newsletter, or publication in a local media column. (Jul 2020) Download
Ghostwritten Article – The Pandemic is Changing the Way We Do Things
Use this ghostwritten article for your blog, client newsletter, or publication in a local media column. (Jul 2020) Download
Half-Time 2020 Presentation – LPL
Twice per year, we offer a turnkey market update client presentation – the Forecast presentation in January and the Half-Time presentation in July. We provide…
Fire Client Letter – Rude to Team – LPL
Use this letter as a template to disengage clients who are repeatedly disrespectful to your team. Download
Fire Client Letter – Not a Good Fit – LPL
Use this template to disengage clients after you realize they are not a good fit for your services or culture. Download
RMD Reminder Letter 2 – LPL
Use this template to remind clients to take their Required Minimum Distributions (RMDs) before the deadline. Download
RMD Reminder Letter 1 – LPL
Use this template to remind clients who have recently turned 72 about the need to take Required Minimum Distributions (RMDs). Download
New Website Announcement – LPL
Use this template to send an email to your clients announcing your new and improved website. Download
Birthday Letter 1 – LPL
Use this template letter with a focus on staying young at heart to send birthday greetings to your clients. Download