Step 2 – Advocate Folder

Learn how Advocate Folders will change the way you interact with your clients. The primary goal is to build “Clients for Life”. After viewing the video please download the documents below.

Here are the Advocate Folder Documents in case you did not get them yet… To download these documents just click on the link to start the download automatically or right click the link and “save link as” to any location on your computer.

• REFERRAL TREE
• REFERRAL TREE TRACKING SHEET
• THE ULTIMATE SCENARIO