Page 2 - IAS Overview Booklet
P. 2
Client Care Communications Package
Who is the Client Care Communication Package most suitable for?
The CC Communications Package forms the core of all CCPs and can be provided to any of your
clients who are currently disengaged with the financial planning process but with whom you still
wish to keep in touch.
It can also be sent to your centres of influence and/or referral partners, as a way of reminding
them of who you are and what you do.
The Advice Matters Magazine and Financial Insights & Updates serve as excellent reminders
of your services and ability to provide them with relevant financial advice and information.
DELIVERY DELIVERY
CLIENT REPORTS FREQUENCY
METHOD DATE
PART 1 ‘Advice Matters’ magazine Biannual Email May, December
Towards the end of
PART 2 Financial Insights & Updates Monthly Email
every month
