Client Engagement Business Owner - Package - IARFC Members - Receive 50% Discount with Code at Checkout.
This packages includes certificates to present to business prospects when engaging them as a potential clients. Forms are in Word format for editing. Also includes how to Close the Client Engagement White Paper – a narrative to guide a consultant through the engagement process.
IARFC Members - Receive 50% Discount with Code at Checkout.
- Code of Ethics
- Non Disclosure Commitment
- Fee Schedule
- Financial Plan Assurance
- Financial Engagement Agreement
- Financial Plan Acceptance