Mastering the Client Review
Sustain Strong Relationships
Client reviews are the foundation of your consultative process. They’re how you reinforce commitment to each client’s goals, tailor strategies, and showcase progress. Strengthen the three “R's” that are critical to your success: Relationship, Relevance, and Retention.
See how you can:
- Develop processes for preparing and conducting effective client reviews
- Pivot from a performance-based discussion to a “progress to goals”-based discussion
- Validate your service standards
|Are You Making The Most Of Your Reviews?||Allows financial professionals to check to see if they are making the most of their client reviews.|
|Portfolio Review Resource Worksheet||Designed to help financial professionals quickly map out the data and documents needed for a client review.|
|Progress Against Goals Worksheet||Assists financial professionals with taking the review conversation beyond investment performance to discussing progress towards their client's personal/life goals.|
|Time Testing Your Reviews Worksheet||Allows financial professionals to time test their client reviews and a do reality check on the percentage of time allocated to reviews.|
All investments involve risk, including loss of principal. Past performance is no guarantee of future results. Please see each product’s web page for specific details regarding investment objective, risks, performance and other important information. Review this information carefully before you make any investment decision.
The Advisor Partnership Program (TAPP)®, Our Experience. Your Potential®, ACES®, ACES — Advisor Commitment to Education and Service®, and Retirement Reimagined® are registered trademarks of Legg Mason Investor Services, LLC.