Blueprinting for Clients – Purpose
Use this resource as a guide to help clients focus on their purpose in the blueprinting process. Download
Tag: FPA Access
Resources accessible for FPA users
Blueprinting for Clients – Mission
Use this resource as a guide to help clients focus on their mission in the blueprinting process. Download
Blueprinting for Clients – Goals
Use this resource as a guide to help clients focus on goals in the blueprinting process. Download
Blueprinting for Clients – Find Your Why
Use this resource as a guide to help clients focus on finding their why in the blueprinting process. Download
Blueprinting for Clients
Use this resource to as a guide to introduce your clients to the Blueprinting process. Download
Annual Client Education Plan Grid
Use this grid as a template when creating an annual client education plan. Download
New Client Welcome Letter
Use this template to welcome new clients to your firm. Download
Client Contact Schedule
Use this resource as a guide when building a contact schedule for communication with clients. Download
Client Communication Plan
Use this resource as a guide when building an annual communication plan for your clients. Download
Wealth Advisor Departure Letter
Use this resource as a template to inform clients when the Wealth Advisor assigned to them has left the firm. Download