Financial services checklist
I am looking for two checklists that can be added to our existing accounts and tax return preparation work prgrammes that can be used to spot financial services opportunities during the course of our work. I am thinking of the Mercia checklists for accounts, but saying things like " does the client have a pension?" etc.
Do any of you kind souls on here have such a thong or know where o can get one, before I try and write one myself?