Description: Proper client management includes effective communication regarding the services you’re providing to the client. This course provides templates you can use to communicate with clients when first establishing a business relationship or when the circumstances of this relationship change.
Learning Objectives/Outcomes: After taking this course, you’ll be able to:
Using the templates provided:
- Create a financial planning agreement for your clients that outlines your services
- Create a non-disclosure agreement to protect confidential information shared between you and your clients
- Create a tax preparation agreement you can use if your firm will be providing tax prep services to clients
- Create a client termination letter for your firm
Intended Audience: RIA owners who want to develop client communication templates for their firms.