Performing a review
Our message to clients:
Life is a winding road. We stay in touch so we can adjust to meet the changing reality. When you hit a goal, we help you soak it in. When new opportunities emerge, we are there to help you take advantage of them. And when you face an inevitable setback, we are a steady hand on your wheel.
Tips, tools, and resources
Prepare for a great Review meeting (client with plan)email
Prepare for a great Review meeting (cold client refresh)email
Proactively offer support
"When things change. We know there are going to be changes that occur during your lifetime, let’s make sure we adapt to all those things."
Create your Review meeting agendaagenda
Follow up by summarizing any changes to the strategyemail
Asking for referrals
FOR INTERNAL/FINANCIAL PROFESSIONAL USE ONLY - NOT FOR USE WITH THE PUBLIC.