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Overview

The Prospect Letter template in AdviserLogic is a strategic tool that helps you effectively communicate the value of your services to potential clients.

Access

To access the Prospect letter open the prospect client record in AdviserLogic and navigate to the Reports > Templates Screen.

Select AdviserLogic Premier Reports from the Select Template Folder field dropdown menu, then choose the ADL 01 - Prospect Letter template from the Select Template field drop-down.

Generate

Select the Entity the letter refers to then select the Generate button from the bottom right of the options.

It will be downloaded to your local download folder as a DOCX word document. This document is editable and can be saved as a PDF once you have made the requisite changes.

The Prospect Letter is a professional communication designed to confirm an upcoming client meeting and provide essential details to prospects ensuring both the adviser and the clients are well-prepared for the discussion. Here’s a breakdown of the key components of the letter.

Logo	Your logo is populated from AdviserLogic
Personalisation	The letter is addressed directly to the client from the Fact Find data, making it clear that the communication is personalised and specific to them.
Meeting Confirmation	The letter confirms the details of the upcoming meeting: Date: Add the date of the meeting by editing the Word document Time: The exact time of the meeting is also to be confirmed. Location: The place where the meeting will take place is provided, ensuring the clients know where to go. The letter also mentions that the meeting will last approximately one hour, setting clear expectations for the clients about the time commitment.
Preparation Request	To ensure that the meeting will be productive and that all relevant financial information is available for discussion specific documents are requested. These documents are essential for a thorough discussion of their financial situation and set the stage for the meeting. These documents include: Tax File Number: Necessary for identifying and accessing various financial records. Income Information: Details of income from various sources such as salary, investments, or social security payments. Expenditure Details: Information on fixed expenditures (e.g., rent, mortgage, loan repayments) and general spending habits. Superannuation Statements and Investment Details: Documents that provide an overview of the clients' retirement savings and other investments. Last Tax Return and Notice of Assessment: Important for understanding the clients' tax obligations and financial health.
Support and Accessibility	Offering to assist the clients with questions, or completing any necessary forms before the meeting shows a commitment to customer service and makes the clients feel supported and valued.
Closing & Contact Information	The letter closes with a warm and professional sign-off, reaffirming the adviser’s eagerness to meet with the clients. The adviser’s contact information, including phone number and email, is provided, along with their Authorised Representative Number, Practice Name, and AFSL this information is extracted from your AdviserLogic Adviser profile. This ensures transparency and provides the clients with all the necessary details to reach out.

Overall, this letter is a tool for setting the stage for a successful and productive prospect client meeting, ensuring that the clients are well-prepared and that you can provide the best possible service.

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AdviserLogic Reports – ADL01 Prospect Letter

​​​Overview

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Overview

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