Client reviews
G'day All There is always a lot of focus on new client engagement and SOA production. Given most practices have way more ongoing clients than new, how are you finding the process of arranging review...
Thanks Anne. Great comment. I agree the software provides great support for the process (threads etc. ) and compliance agendas/checklists. Do you have a standard template that you use to build the client review report?
anne.graham
Advisely Board
Advisely BoardGlad to be of help MandyP . We have a 'reverse fact find' for the client review report but I'm not entirely happy with it - it tends to contain information that I don't use for a review meeting. We have a standard agenda which is just a Word doc and is basically a prompt for the advisers' discussion with the client.
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