Typical stationery to check if not already done so:-
- Letterheads, business cards, email footers, web pages
- Initial Disclosure Documents, Terms of Business - don't forget insurance disclosure as well
- Financial Promotions of any sort ( obviously if there is something in a trade publication with a life span greater than six months from 1st April, there is nothing you can do about it.)
- Client letters, declarations, fact finds
- Suitability Letters or Reasons Why, Demands and Needs Statements
- Telephone answering messages
- Signage
Obviously the list is not exhaustive.
Are there enough hours in the day?...publications, booklets, staff training manuals, procedure documents, fee agreements...AR documents...
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