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...
deborah.kent
Advisely Board
Advisely BoardHi MandyP
Like others on this thread, we use xplan threads and tasks to implement our reviews we also spread them over the year as they can be time consuming, we also use an online calendar Acuity to schedule the appointments which also sends clients emails and SMS to confirm appointments my team have this pretty much down pat, the team are also using trello to track the progress as well. jenny.brown I should look at Adviserforms as well
Recent Discussions
Related Content
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...
How many hours could you save by putting advice workflows on autopilot? Free member-exclusive resource.
