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Teleconferences
Teleconferences Clients and Advisers should consider the possibility of a Teleconference before arranging a Client Meeting. This can reduce delays and minimise the cost to the Adviser and Client. The aim of a Teleconference is to:
Once Clover Law has completed the Worksheets and sent them to the Adviser and the Business, the Adviser can proceed with their costings and advice. The need for a Client Meeting can usually be determined during or after the Teleconference.
Free 20 Minute Teleconference If a Client is uncertain whether to attend a Client Meeting or use the Clover Law Documentation Service, Clover Law offers a free teleconference (of up to 20 minutes) with the Client to explain the purpose and benefits of a Complete Succession Plan and the "One Page, One Policy Strategy".
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Adviser Tip Client and Centre of Influence Meetings are conducted during cyclical, three-to-four-weekly Marketing Trips to each capital city at no additional cost to a Licensed Adviser or their Client.
Please contact us to arrange a meeting or teleconference. |
