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
Further deepen your relationship with your clients by hosting memorable client events. For ideas, go to Client Acquisition Through Innovative Events
This presentation walks you through the importance of client reviews and provides real-life scenarios and quizzes to ensure you are making the most out of every client review.
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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.