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
 


Mastering The Client Review

Offers an innovative look at how to prepare for and conduct more powerful reviews, with special focus on showing progress against client's personal goals.



Featured Resources

Presentation

Mastering The Client Review (Presentation)

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.

Brochure

Mastering The Client Review

Offers an innovative look at how to prepare for and conduct more powerful reviews, with special focus on showing progress against client's personal goals.

  

Client Acquisition Through Innovative Events

Discover how to create customized experiences that help differentiate you and drive demand for your services.


Related Resources

Title Description
Time Testing Your Reviews Worksheet Allows advisors to time test their client reviews and a do reality check on the percentage of time allocated to reviews.
Are You Making The Most Of Your Reviews? Allows advisors to check to see if they are making the most of their client reviews.
Sample Review Agenda Provides sample agendas that could be used to sent out in advance of a client meeting.
Progress Against Goals Worksheet Assists advisors with taking the review conversation beyond investment performance to discussing progress towards their client's personal/life goals.
Portfolio Review Resource Worksheet Designed to help advisors quickly map out the data and documents needed for a client review.

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