A basic file note you can use to record your client meetings.
This template is available for download in the following formats:
If you would like to customise this template please contact us and we’d be happy to help!
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Scale Up Paraplanning offers outsourced paraplanning support (one-off plans and full-time dedicated paraplanners) and outsourced admin/research support (one-off tasks and full-time dedicated resources) to help you reduce your back-office costs and have reliable and high-quality support staff.
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