Add Value With Meeting Follow-Up Letters

Jetton, Elizabeth
September 2009
Journal of Financial Planning;Sep2009 Solutions, p24
Academic Journal
The article focuses on the advantages of creating a follow-up letter after a meeting. A summary letter helps to solidify the client's commitment because he sees the plans and goals of the company written on a letter. This provides opportunity for a company to clarify and emphasize the topics discussed at a meeting. The summary letter gives time for clients to discover errors or other concerns that may lead to the wrong path. Moreover, the delivery of the letter should be sent within three days because the value of the letter diminishes due to the length of delivery time.


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