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...

advice servicing

client engagement

clients

technology

anne.graham

Advisely Board

2 years ago

Hi MandyP - I had another tip that is useful for us and probably most other advisers. A standard agenda comes in handy. It provides some structure to the meeting but importantly makes sure that important items aren't overlooked. We use it as a prompt and it also means there is consistency across our advisers.

Darren.Smith made a terrific observation about keeping the review about the client and not the compliance. Most of our reviews are very conversational and generally relaxed. Weaving in the compliance discussion or form signing (for me at least) is usually done at the end of the meeting which is where the agenda comes in handy as a prompt.

MandyP

Virtual Explorer

2 years ago

Noted - good one. Let me know if you're keen to weigh in on the review document.

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