A fresh look at the Review Process

LIF Review

Can we have an explanation as to what happened to the LIF review once it had been stripped from ASIC and folded into the QAR. The life insurance industry is certainly not getting any better and it wo...

PeterMichael

10 months ago

119Views

1like

3Comments

How automating the client review process can save you time

We cover the types of tasks that can be automated – and what’s best done the traditional way.

Advisely-Team

8 months ago

382Views

1like

0Comments

How to build a better client review process

Digital tools can streamline processes, provide insights into the effectiveness of your client engagement and improve efficiency

Advisely-Team

11 months ago

681Views

3likes

0Comments

When was the last time you reviewed your review (process)?

The review is the perfect opportunity to demonstrate value for fees paid – why, then, do clients often rate it so poorly?

Terry-Bell

6 months ago

92Views

0likes

0Comments

Blog Post

A fresh look at the Review Process

Can you minimise your activity and maximise your client experience?

Related Content

LIF Review

How automating the client review process can save you time

How to build a better client review process

When was the last time you reviewed your review (process)?